MCA
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
Q1 		$1.23M Buy
1,339
+4
+0.3% +$4.05K 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% -$5.41K 0.22% 107
2021
Q4 		$511K Buy
+1,850
New +$469K 0.23% 104

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

MSH Capital Advisors's LLY Position: Q1 2026 in Review

MSH Capital Advisors increased its Eli Lilly (LLY) stake by 0.3% in Q1 2026, buying an estimated $4.05K and bringing the position to 1,339 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #100.

MSH Capital Advisors first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • MSH Capital Advisors held 1,339 shares of Eli Lilly worth $1.23M as of Q1 2026.
  • MSH Capital Advisors bought 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
  • Eli Lilly made up 0.26% of MSH Capital Advisors's portfolio in Q1 2026, its #100 holding.
  • MSH Capital Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Eli Lilly position peaked at $1.49M in Q4 2023.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.