MN Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.51M Buy
2,092
+44
+2% +$45K 1.07% 18
2026
Q1
$1.88M Buy
2,048
+53
+3% +$53.7K 0.92% 23
2025
Q4
$2.14M Sell
1,995
-10
-0.5% -$9.56K 1.08% 20
2025
Q3
$1.53M Buy
2,005
+32
+2% +$23.8K 0.82% 24
2025
Q2
$1.54M Sell
1,973
-131
-6% -$102K 0.89% 23
2025
Q1
$1.74M Sell
2,104
-52
-2% -$43.3K 1.02% 24
2024
Q4
$1.67M Buy
2,156
+272
+14% +$225K 0.94% 24
2024
Q3
$1.67M Sell
1,884
-10
-0.5% -$8.99K 0.95% 25
2024
Q2
$1.72M Sell
1,894
-8
-0.4% -$6.4K 0.99% 24
2024
Q1
$1.48M Sell
1,902
-47
-2% -$33.4K 0.92% 24
2023
Q4
$1.14M Buy
+1,949
New +$1.14M 0.78% 29

Other funds holding LLY

MN Wealth Advisors's LLY Position: Q2 2026 in Review

MN Wealth Advisors increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $45K and bringing the position to 2,092 shares worth $2.51M. The position accounts for 1.07% of the portfolio, ranked #18.

MN Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MN Wealth Advisors held 2,092 shares of Eli Lilly worth $2.51M as of Q2 2026.
  • MN Wealth Advisors bought 44 Eli Lilly shares in Q2 2026, an estimated $45K.
  • Eli Lilly made up 1.07% of MN Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • MN Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.