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MFA Wealth Services’s Eli Lilly LLY Stock Holding History

MFA Wealth Services’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
1,507
+34
+2% +$34.7K 1.08% 21
2026
Q1 		$1.35M Buy
1,473
+9
+0.6% +$9.12K 0.9% 25
2025
Q4 		$1.57M Buy
1,464
+53
+4% +$50.7K 1.06% 22
2025
Q3 		$1.08M Buy
1,411
+49
+4% +$36.5K 0.74% 43
2025
Q2 		$1.06M Buy
1,362
+46
+3% +$35.7K 0.8% 36
2025
Q1 		$1.09M Sell
1,316
-68
-5% -$56.6K 0.89% 31
2024
Q4 		$1.07M Buy
+1,384
New +$1.15M 0.86% 33

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MFA Wealth Services's LLY Position: Q2 2026 in Review

MFA Wealth Services increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $34.7K and bringing the position to 1,507 shares worth $1.81M. The position accounts for 1.08% of the portfolio, ranked #21.

MFA Wealth Services first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,233 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MFA Wealth Services held 1,507 shares of Eli Lilly worth $1.81M as of Q2 2026.
  • MFA Wealth Services bought 34 Eli Lilly shares in Q2 2026, an estimated $34.7K.
  • Eli Lilly made up 1.08% of MFA Wealth Services's portfolio in Q2 2026, its #21 holding.
  • MFA Wealth Services first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.