Massachusetts Financial Services
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Massachusetts Financial Services’s Eli Lilly LLY Stock Holding History

Massachusetts Financial 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
2013
Q4 		– Sell
-92,800
Closed -$4.67M – 843
2013
Q3 		$4.67M Buy
+92,800
New +$4.86M ﹤0.01% 613

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 $3.37T AUM 44.26% 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

Massachusetts Financial Services's LLY Position: Q2 2026 in Review

Massachusetts Financial Services increased its Eli Lilly (LLY) stake by 337% in Q2 2026, buying an estimated $115M and bringing the position to 145,790 shares worth $177M. The position accounts for 0.06% of the portfolio, ranked #295.

Massachusetts Financial Services first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42B in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Massachusetts Financial Services held 145,790 shares of Eli Lilly worth $177M as of Q2 2026.
  • Massachusetts Financial Services bought 112,418 Eli Lilly shares in Q2 2026, an estimated $115M.
  • Eli Lilly made up 0.06% of Massachusetts Financial Services's portfolio in Q2 2026, its #295 holding.
  • Massachusetts Financial Services first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • Massachusetts Financial Services's Eli Lilly position peaked at $2.42B in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.