MSH Capital Advisors
LLY icon

MSH Capital Advisors’s Eli Lilly LLY Stock Holding History

MSH Capital 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
Q3 		$1.8M Sell
1,555
-130
-8% -$153K 0.28% 86
2026
Q2 		$2.02M Buy
1,685
+346
+26% +$354K 0.35% 70
2026
Q1 		$1.23M Buy
1,339
+4
+0.3% +$4.06K 0.26% 100
2025
Q4 		$1.43M Sell
1,335
-46
-3% -$44K 0.31% 90
2025
Q3 		$1.05M Hold
1,381
– – 0.28% 94
2025
Q2 		$1.08M Buy
1,381
+20
+1% +$15.5K 0.31% 89
2025
Q1 		$1.12M Sell
1,361
-35
-3% -$29.1K 0.35% 81
2024
Q4 		$1.08M Sell
1,396
-49
-3% -$40.6K 0.34% 79
2024
Q3 		$1.28M Sell
1,445
-53
-4% -$47.6K 0.39% 76
2024
Q2 		$1.36M Sell
1,498
-183
-11% -$146K 0.45% 69
2024
Q1 		$1.31M Sell
1,681
-868
-34% -$618K 0.46% 70
2023
Q4 		$1.49M Buy
2,549
+904
+55% +$528K 0.56% 59
2023
Q3 		$884K Sell
1,645
-47
-3% -$24.2K 0.35% 86
2023
Q2 		$794K Sell
1,692
-150
-8% -$62.9K 0.29% 95
2023
Q1 		$633K Buy
1,842
+100
+6% +$33.7K 0.27% 100
2022
Q4 		$637K Sell
1,742
-84
-5% -$29.8K 0.29% 97
2022
Q3 		$590K Sell
1,826
-3
-0.2% -$951 0.29% 93
2022
Q2 		$593K Hold
1,829
– – 0.28% 93
2022
Q1 		$524K Sell
1,829
-21
-1% -$5.4K 0.22% 107
2021
Q4 		$511K Buy
+1,850
New +$469K 0.23% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

MSH Capital Advisors's LLY Position: Q3 2026 in Review

MSH Capital Advisors reduced its Eli Lilly (LLY) stake by 7.7% in Q3 2026, selling an estimated $153K and leaving 1,555 shares worth $1.8M. The position accounts for 0.28% of the portfolio, ranked #86.

MSH Capital Advisors first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q2 2026. 3,740 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • MSH Capital Advisors held 1,555 shares of Eli Lilly worth $1.8M as of Q3 2026.
  • MSH Capital Advisors sold 130 Eli Lilly shares in Q3 2026, an estimated $153K.
  • Eli Lilly made up 0.28% of MSH Capital Advisors's portfolio in Q3 2026, its #86 holding.
  • MSH Capital Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • MSH Capital Advisors's Eli Lilly position peaked at $2.02M in Q2 2026.
  • 3,740 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.