Masso Torrence Wealth Management’s Eli Lilly LLY Stock Holding History

Masso Torrence 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
2025 Q3	$575K	Buy	754 +24	+3%	+$17.9K	0.24%	61
2025 Q2	$569K	Buy	730 +16	+2%	+$12.4K	0.26%	61
2025 Q1	$590K	Buy	714 +5	+0.7%	+$4.16K	0.32%	55
2024 Q4	$547K	Buy	709 +6	+0.9%	+$4.97K	0.29%	54
2024 Q3	$623K	Buy	703 +78	+12%	+$70.1K	0.34%	51
2024 Q2	$566K	Buy	625 +13	+2%	+$10.4K	0.31%	51
2024 Q1	$476K	Buy	+612	New	+$436K	0.28%	58

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Masso Torrence Wealth Management's LLY Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Eli Lilly (LLY) stake by 3.3% in Q3 2025, buying an estimated $17.9K and bringing the position to 754 shares worth $575K. The position accounts for 0.24% of the portfolio, ranked #61.

Masso Torrence Wealth Management first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Masso Torrence Wealth Management held 754 shares of Eli Lilly worth $575K as of Q3 2025.
Masso Torrence Wealth Management bought 24 Eli Lilly shares in Q3 2025, an estimated $17.9K.
Eli Lilly made up 0.24% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #61 holding.
Masso Torrence Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
Masso Torrence Wealth Management's Eli Lilly position peaked at $623K in Q3 2024.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.