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MASECO Private Wealth’s Eli Lilly LLY Stock Holding History

MASECO Private Wealth’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 		$46.8K Buy
39
+5
+15% +$5.11K ﹤0.01% 167
2026
Q1 		$31.3K Buy
34
+28
+467% +$28.4K ﹤0.01% 164
2025
Q4 		$6.48K Buy
+6
New +$5.74K ﹤0.01% 406
2025
Q3 		– Sell
-10
Closed -$7.82K – 406
2025
Q2 		$7.82K Buy
+10
New +$7.77K ﹤0.01% 359

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MASECO Private Wealth's LLY Position: Q2 2026 in Review

MASECO Private Wealth increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $5.11K and bringing the position to 39 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

MASECO Private Wealth first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MASECO Private Wealth held 39 shares of Eli Lilly worth $46.8K as of Q2 2026.
  • MASECO Private Wealth bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #167 holding.
  • MASECO Private Wealth first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.