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Mezzasalma Advisors’s Eli Lilly LLY Stock Holding History

Mezzasalma Advisors’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 		$1.73M Sell
1,882
-2,845
-60% -$2.88M 0.44% 47
2025
Q4 		$5.11M Sell
4,727
-638
-12% -$610K 1.23% 17
2025
Q3 		$4.09M Sell
5,365
-756
-12% -$563K 1.05% 21
2025
Q2 		$4.77M Sell
6,121
-1,023
-14% -$795K 1.43% 16
2025
Q1 		$5.9M Sell
7,144
-890
-11% -$741K 2.04% 13
2024
Q4 		$6.2M Sell
8,034
-659
-8% -$546K 2% 13
2024
Q3 		$7.7M Buy
8,693
+197
+2% +$177K 3.04% 11
2024
Q2 		$7.69M Buy
8,496
+2,253
+36% +$1.8M 3.3% 11
2024
Q1 		$4.86M Buy
6,243
+3,275
+110% +$2.33M 2.3% 12
2023
Q4 		$1.73M Buy
+2,968
New +$1.73M 0.94% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Mezzasalma Advisors's LLY Position: Q1 2026 in Review

Mezzasalma Advisors reduced its Eli Lilly (LLY) stake by 60% in Q1 2026, selling an estimated $2.88M and leaving 1,882 shares worth $1.73M. The position accounts for 0.44% of the portfolio, ranked #47.

Mezzasalma Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.7M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Mezzasalma Advisors held 1,882 shares of Eli Lilly worth $1.73M as of Q1 2026.
  • Mezzasalma Advisors sold 2,845 Eli Lilly shares in Q1 2026, an estimated $2.88M.
  • Eli Lilly made up 0.44% of Mezzasalma Advisors's portfolio in Q1 2026, its #47 holding.
  • Mezzasalma Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Mezzasalma Advisors's Eli Lilly position peaked at $7.7M in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.