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MFG Wealth Management’s Eli Lilly LLY Stock Holding History

MFG Wealth Management’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 		$3.61M Buy
3,013
+935
+45% +$955K 2.59% 7
2026
Q1 		$1.91M Sell
2,078
-733
-26% -$743K 1.58% 28
2025
Q4 		$3.02M Sell
2,811
-209
-7% -$200K 2.35% 11
2025
Q3 		$2.3M Buy
3,020
+923
+44% +$687K 1.74% 25
2025
Q2 		$1.63M Sell
2,097
-627
-23% -$487K 1.38% 41
2025
Q1 		$2.25M Sell
2,724
-15
-0.5% -$12.5K 2.15% 17
2024
Q4 		$2.11M Buy
+2,739
New +$2.27M 1.94% 25

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

MFG Wealth Management's LLY Position: Q2 2026 in Review

MFG Wealth Management increased its Eli Lilly (LLY) stake by 45% in Q2 2026, buying an estimated $955K and bringing the position to 3,013 shares worth $3.61M. The position accounts for 2.59% of the portfolio, ranked #7.

MFG Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MFG Wealth Management held 3,013 shares of Eli Lilly worth $3.61M as of Q2 2026.
  • MFG Wealth Management bought 935 Eli Lilly shares in Q2 2026, an estimated $955K.
  • Eli Lilly made up 2.59% of MFG Wealth Management's portfolio in Q2 2026, its #7 holding.
  • MFG Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 977 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.