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Morse Asset Management’s Eli Lilly LLY Stock Holding History

Morse Asset 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 		$8.85M Sell
9,617
-555
-5% -$563K 1.84% 13
2025
Q4 		$10.9M Sell
10,172
-744
-7% -$711K 2.19% 9
2025
Q3 		$8.33M Sell
10,916
-35
-0.3% -$26K 1.66% 13
2025
Q2 		$8.54M Sell
10,951
-68
-0.6% -$52.8K 1.87% 12
2025
Q1 		$9.1M Buy
11,019
+281
+3% +$234K 2.3% 8
2024
Q4 		$8.29M Sell
10,738
-281
-3% -$233K 1.89% 13
2024
Q3 		$9.76M Buy
11,019
+109
+1% +$98K 2.11% 10
2024
Q2 		$9.88M Sell
10,910
-229
-2% -$183K 2.4% 7
2024
Q1 		$8.67M Buy
11,139
+701
+7% +$499K 2.21% 10
2023
Q4 		$6.08M Sell
10,438
-596
-5% -$348K 1.79% 16
2023
Q3 		$5.93M Sell
11,034
-338
-3% -$174K 1.88% 14
2023
Q2 		$5.33M Buy
11,372
+1,515
+15% +$635K 1.62% 18
2023
Q1 		$3.38M Buy
9,857
+314
+3% +$106K 1.14% 29
2022
Q4 		$3.49M Buy
9,543
+2,100
+28% +$745K 1.27% 24
2022
Q3 		$2.41M Sell
7,443
-12,980
-64% -$4.11M 0.91% 35
2022
Q2 		$6.62M Buy
20,423
+2,978
+17% +$894K 2.12% 11
2022
Q1 		$5M Buy
17,445
+2,295
+15% +$591K 1.24% 21
2021
Q4 		$4.18M Buy
15,150
+11,150
+279% +$2.83M 0.93% 32
2021
Q3 		$924K Buy
4,000
+1,000
+33% +$247K 0.22% 96
2021
Q2 		$689K Buy
+3,000
New +$603K 0.17% 103
2019
Q2 		– Sell
-1,765
Closed -$229K – 142
2019
Q1 		$229K Buy
+1,765
New +$215K 0.07% 120

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

Morse Asset Management's LLY Position: Q1 2026 in Review

Morse Asset Management reduced its Eli Lilly (LLY) stake by 5.5% in Q1 2026, selling an estimated $563K and leaving 9,617 shares worth $8.85M. The position accounts for 1.84% of the portfolio, ranked #13.

Morse Asset Management first reported a position in LLY in Q1 2019 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Morse Asset Management held 9,617 shares of Eli Lilly worth $8.85M as of Q1 2026.
  • Morse Asset Management sold 555 Eli Lilly shares in Q1 2026, an estimated $563K.
  • Eli Lilly made up 1.84% of Morse Asset Management's portfolio in Q1 2026, its #13 holding.
  • Morse Asset Management first reported a position in Eli Lilly in Q1 2019 and has held it in 21 quarters since.
  • Morse Asset Management's Eli Lilly position peaked at $10.9M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.