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MSA Advisors’s Eli Lilly LLY Stock Holding History

MSA 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 		$5.75M Buy
6,248
+3,748
+150% +$3.8M 1.73% 11
2025
Q4 		$2.69M Hold
2,500
– – 0.67% 16
2025
Q3 		$1.91M Hold
2,500
– – 0.48% 16
2025
Q2 		$1.95M Hold
2,500
– – 0.49% 15
2025
Q1 		$2.06M Buy
2,500
+1,700
+213% +$1.41M 0.53% 14
2024
Q4 		$618K Hold
800
– – 0.15% 20
2024
Q3 		$709K Hold
800
– – 0.18% 18
2024
Q2 		$724K Hold
800
– – 0.21% 18
2024
Q1 		$622K Hold
800
– – 0.19% 19
2023
Q4 		$466K Buy
+800
New +$467K 0.16% 18

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

MSA Advisors's LLY Position: Q1 2026 in Review

MSA Advisors increased its Eli Lilly (LLY) stake by 150% in Q1 2026, buying an estimated $3.8M and bringing the position to 6,248 shares worth $5.75M. The position accounts for 1.73% of the portfolio, ranked #11.

MSA Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • MSA Advisors held 6,248 shares of Eli Lilly worth $5.75M as of Q1 2026.
  • MSA Advisors bought 3,748 Eli Lilly shares in Q1 2026, an estimated $3.8M.
  • Eli Lilly made up 1.73% of MSA Advisors's portfolio in Q1 2026, its #11 holding.
  • MSA Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on MSA Advisors's 13F filing for Q1 2026, filed 18 May 2026.