MN Wealth Advisors
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MN Wealth Advisors’s Eli Lilly LLY Stock Holding History

MN Wealth Advisors’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 		$2.43M Buy
2,097
+5
+0.2% +$5.9K 0.98% 18
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% -$9.6K 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

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

MN Wealth Advisors's LLY Position: Q3 2026 in Review

MN Wealth Advisors increased its Eli Lilly (LLY) stake by 0.24% in Q3 2026, buying an estimated $5.9K and bringing the position to 2,097 shares worth $2.43M. The position accounts for 0.98% of the portfolio, ranked #18.

MN Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • MN Wealth Advisors held 2,097 shares of Eli Lilly worth $2.43M as of Q3 2026.
  • MN Wealth Advisors bought 5 Eli Lilly shares in Q3 2026, an estimated $5.9K.
  • Eli Lilly made up 0.98% of MN Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • MN Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's Eli Lilly position peaked at $2.51M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.