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MJT & Associates Financial Advisory’s Eli Lilly LLY Stock Holding History

MJT & Associates Financial Advisory’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 		$9.6K Hold
8
– – 0.01% 209
2026
Q1 		$7.36K Hold
8
– – 0.01% 219
2025
Q4 		$8.6K Hold
8
– – 0.01% 201
2025
Q3 		$6.1K Hold
8
– – 0.01% 263
2025
Q2 		$6.24K Hold
8
– – 0.01% 279
2025
Q1 		$6.61K Buy
+8
New +$6.66K 0.01% 266

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

MJT & Associates Financial Advisory's LLY Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Eli Lilly (LLY) position steady in Q2 2026 at 8 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #209.

MJT & Associates Financial Advisory first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MJT & Associates Financial Advisory held 8 shares of Eli Lilly worth $9.6K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #209 holding.
  • MJT & Associates Financial Advisory first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.