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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services's LLY Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $5.17M and leaving 33,372 shares worth $30.7M. The position accounts for 0.01% of the portfolio, ranked #564.

Massachusetts Financial Services first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.42B in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Massachusetts Financial Services held 33,372 shares of Eli Lilly worth $30.7M as of Q1 2026.
  • Massachusetts Financial Services sold 5,095 Eli Lilly shares in Q1 2026, an estimated $5.17M.
  • Eli Lilly made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #564 holding.
  • Massachusetts Financial Services first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Eli Lilly position peaked at $2.42B in Q1 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.