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Massachusetts Wealth Management’s Eli Lilly LLY Stock Holding History

Massachusetts Wealth Management’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 		$3.6M Hold
3,000
– – 1.37% 25
2026
Q1 		$2.76M Buy
3,000
+50
+2% +$50.7K 1.2% 29
2025
Q4 		$3.17M Buy
2,950
+115
+4% +$110K 1.48% 19
2025
Q3 		$2.16M Buy
2,835
+195
+7% +$145K 1.07% 40
2025
Q2 		$2.06M Buy
2,640
+35
+1% +$27.2K 1.16% 36
2025
Q1 		$2.15M Buy
2,605
+35
+1% +$29.1K 1.48% 27
2024
Q4 		$1.98M Buy
2,570
+10
+0.4% +$8.28K 1.22% 36
2024
Q3 		$2.27M Buy
2,560
+345
+16% +$310K 1.43% 28
2024
Q2 		$2.01M Buy
2,215
+575
+35% +$460K 1.35% 29
2024
Q1 		$1.28M Buy
1,640
+275
+20% +$196K 0.9% 49
2023
Q4 		$796K Buy
1,365
+785
+135% +$458K 0.64% 61
2023
Q3 		$312K Hold
580
– – 0.29% 78
2023
Q2 		$272K Buy
+580
New +$243K 0.26% 76

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 Wealth Management's LLY Position: Q2 2026 in Review

Massachusetts Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 3,000 shares worth $3.6M. The position accounts for 1.37% of the portfolio, ranked #25.

Massachusetts Wealth Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Massachusetts Wealth Management held 3,000 shares of Eli Lilly worth $3.6M as of Q2 2026.
  • Massachusetts Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 1.37% of Massachusetts Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Massachusetts Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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