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MassMutual Private Wealth & Trust’s Eli Lilly LLY Stock Holding History

MassMutual Private Wealth & Trust’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 		$32.8M Sell
27,326
-694
-2% -$709K 0.85% 34
2026
Q1 		$25.8M Buy
28,020
+2,086
+8% +$2.11M 0.7% 39
2025
Q4 		$27.9M Buy
25,934
+665
+3% +$636K 0.72% 37
2025
Q3 		$19.3M Buy
25,269
+21,275
+533% +$15.8M 0.49% 52
2025
Q2 		$3.11M Buy
3,994
+376
+10% +$292K 0.08% 171
2025
Q1 		$2.99M Buy
3,618
+309
+9% +$257K 0.09% 168
2024
Q4 		$2.55M Sell
3,309
-6
-0.2% -$4.97K 0.07% 180
2024
Q3 		$2.94M Sell
3,315
-219
-6% -$197K 0.08% 176
2024
Q2 		$3.2M Buy
3,534
+315
+10% +$252K 0.1% 164
2024
Q1 		$2.5M Sell
3,219
-3,233
-50% -$2.3M 0.08% 176
2023
Q4 		$3.76M Buy
6,452
+319
+5% +$186K 0.13% 153
2023
Q3 		$3.29M Sell
6,133
-739
-11% -$381K 0.12% 157
2023
Q2 		$3.22M Buy
6,872
+514
+8% +$216K 0.12% 163
2023
Q1 		$2.18M Buy
6,358
+191
+3% +$64.4K 0.08% 180
2022
Q4 		$2.26M Sell
6,167
-3
-0% -$1.06K 0.09% 181
2022
Q3 		$2M Buy
6,170
+369
+6% +$117K 0.09% 176
2022
Q2 		$1.88M Buy
5,801
+204
+4% +$61.2K 0.08% 180
2022
Q1 		$1.6M Buy
5,597
+105
+2% +$27K 0.06% 205
2021
Q4 		$1.52M Buy
5,492
+69
+1% +$17.5K 0.06% 211
2021
Q3 		$1.25M Buy
5,423
+4,600
+559% +$1.14M 0.05% 212
2021
Q2 		$189K Buy
823
+90
+12% +$18.1K 0.01% 341
2021
Q1 		$137K Buy
733
+30
+4% +$5.87K 0.01% 360
2020
Q4 		$119K Buy
703
+499
+245% +$74.5K 0.01% 374
2020
Q3 		$30K Sell
204
-9
-4% -$1.39K ﹤0.01% 463
2020
Q2 		$35K Sell
213
-77
-27% -$11.8K ﹤0.01% 430
2020
Q1 		$40K Sell
290
-465
-62% -$63.9K ﹤0.01% 386
2019
Q4 		$99K Sell
755
-105
-12% -$12.2K 0.01% 388
2019
Q3 		$96K Buy
860
+29
+3% +$3.23K 0.01% 382
2019
Q2 		$92K Sell
831
-100
-11% -$11.8K 0.01% 386
2019
Q1 		$121K Buy
931
+209
+29% +$25.4K 0.01% 368
2018
Q4 		$83.5K Buy
722
+121
+20% +$13.5K 0.01% 382
2018
Q3 		$64.5K Sell
601
-34
-5% -$3.4K ﹤0.01% 402
2018
Q2 		$54.2K Buy
635
+162
+34% +$13.3K ﹤0.01% 408
2018
Q1 		$36.6K Sell
473
-496
-51% -$39.9K ﹤0.01% 437
2017
Q4 		$81.8K Buy
969
+345
+55% +$29.4K 0.01% 405
2017
Q3 		$53.4K Buy
624
+19
+3% +$1.56K ﹤0.01% 505
2017
Q2 		$49.8K Sell
605
-50
-8% -$4.08K ﹤0.01% 483
2017
Q1 		$55.1K Buy
655
+300
+85% +$24K 0.01% 461
2016
Q4 		$26.1K Buy
+355
New +$26.4K ﹤0.01% 404
2016
Q2 		$40.4K Sell
513
-172
-25% -$12.9K 0.01% 414
2016
Q1 		$49.3K Sell
685
-109
-14% -$8.25K 0.01% 370
2015
Q4 		$66.9K Sell
794
-76
-9% -$6.31K 0.01% 346
2015
Q3 		$56.4K Sell
870
-178
-17% -$15K 0.01% 373
2015
Q2 		$65.2K Buy
1,048
+283
+37% +$21.6K 0.01% 346
2015
Q1 		$55.6K Sell
765
-374
-33% -$26.6K 0.01% 356
2014
Q4 		$78.6K Buy
1,139
+269
+31% +$18.2K 0.03% 237
2014
Q3 		$56.4K Buy
870
+345
+66% +$21.8K 0.01% 363
2014
Q2 		$32.6K Buy
525
+350
+200% +$20.9K 0.01% 261
2014
Q1 		$10.3K Buy
+175
New +$9.77K 0.01% 331

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's LLY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Eli Lilly (LLY) stake by 2.5% in Q2 2026, selling an estimated $709K and leaving 27,326 shares worth $32.8M. The position accounts for 0.85% of the portfolio, ranked #34.

MassMutual Private Wealth & Trust first reported a position in LLY in Q1 2014 and has held it in 49 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 27,326 shares of Eli Lilly worth $32.8M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 694 Eli Lilly shares in Q2 2026, an estimated $709K.
  • Eli Lilly made up 0.85% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #34 holding.
  • MassMutual Private Wealth & Trust first reported a position in Eli Lilly in Q1 2014 and has held it in 49 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.