Mason Investment Advisory Services’s Eli Lilly LLY Stock Holding History

Mason Investment Advisory Services’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 Q1	$262K	Buy	285 +15	+6%	+$15.2K	0.01%	67
2025 Q4	$290K	Sell	270 -61	-18%	-$58.3K	0.01%	64
2025 Q3	$252K	Hold	331	–	–	0.01%	71
2025 Q2	$258K	Buy	331 +1	+0.3%	+$777	0.01%	68
2025 Q1	$273K	Buy	330 +60	+22%	+$49.9K	0.02%	65
2024 Q4	$208K	Buy	270 +1	+0.4%	+$828	0.01%	71
2024 Q3	$239K	Sell	269 -16	-6%	-$14.4K	0.01%	67
2024 Q2	$258K	Buy	285 +16	+6%	+$12.8K	0.02%	62
2024 Q1	$209K	Buy	+269	New	+$191K	0.01%	66
2021 Q1	–	Sell	-4,710	Closed	-$795K	–	87
2020 Q4	$795K	Hold	4,710	–	–	0.1%	49
2020 Q3	$697K	Hold	4,710	–	–	0.1%	52
2020 Q2	$773K	Hold	4,710	–	–	0.11%	43
2020 Q1	$653K	Sell	4,710 -3,181	-40%	-$437K	0.11%	52
2019 Q4	$1.04M	Hold	7,891	–	–	0.15%	49
2019 Q3	$882K	Buy	7,891 +2,481	+46%	+$276K	0.14%	56
2019 Q2	$599K	Hold	5,410	–	–	0.1%	60
2019 Q1	$702K	Buy	+5,410	New	+$658K	0.19%	55

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mason Investment Advisory Services's LLY Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Eli Lilly (LLY) stake by 5.6% in Q1 2026, buying an estimated $15.2K and bringing the position to 285 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #67.

Mason Investment Advisory Services first reported a position in LLY in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2019. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mason Investment Advisory Services held 285 shares of Eli Lilly worth $262K as of Q1 2026.
Mason Investment Advisory Services bought 15 Eli Lilly shares in Q1 2026, an estimated $15.2K.
Eli Lilly made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #67 holding.
Mason Investment Advisory Services first reported a position in Eli Lilly in Q1 2019 and has held it in 17 quarters since.
Mason Investment Advisory Services's Eli Lilly position peaked at $1.04M in Q4 2019.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.