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 Q3	$3.49M	Buy	3,020 +20	+0.7%	+$23.6K	1.41%	25
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 Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Massachusetts Wealth Management's LLY Position: Q3 2026 in Review

Massachusetts Wealth Management increased its Eli Lilly (LLY) stake by 0.67% in Q3 2026, buying an estimated $23.6K and bringing the position to 3,020 shares worth $3.49M. The position accounts for 1.41% of the portfolio, ranked #25.

Massachusetts Wealth Management first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.6M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Massachusetts Wealth Management held 3,020 shares of Eli Lilly worth $3.49M as of Q3 2026.
Massachusetts Wealth Management bought 20 Eli Lilly shares in Q3 2026, an estimated $23.6K.
Eli Lilly made up 1.41% of Massachusetts Wealth Management's portfolio in Q3 2026, its #25 holding.
Massachusetts Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Massachusetts Wealth Management's Eli Lilly position peaked at $3.6M in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.