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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
Q3 		$8.1K Sell
7
-1
-13% -$1.18K 0.01% 213
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

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

MJT & Associates Financial Advisory's LLY Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Eli Lilly (LLY) stake by 13% in Q3 2026, selling an estimated $1.18K and leaving 7 shares worth $8.1K. The position accounts for 0.01% of the portfolio, ranked #213.

MJT & Associates Financial Advisory first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.6K in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • MJT & Associates Financial Advisory held 7 shares of Eli Lilly worth $8.1K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #213 holding.
  • MJT & Associates Financial Advisory first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Eli Lilly position peaked at $9.6K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.