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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
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 $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 Wealth Management's LLY Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Eli Lilly (LLY) stake by 1.7% in Q1 2026, buying an estimated $50.7K and bringing the position to 3,000 shares worth $2.76M. The position accounts for 1.2% of the portfolio, ranked #29.

Massachusetts Wealth Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.17M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Massachusetts Wealth Management held 3,000 shares of Eli Lilly worth $2.76M as of Q1 2026.
  • Massachusetts Wealth Management bought 50 Eli Lilly shares in Q1 2026, an estimated $50.7K.
  • Eli Lilly made up 1.2% of Massachusetts Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Massachusetts Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Massachusetts Wealth Management's Eli Lilly position peaked at $3.17M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.