SEC 13F Intelligence

Massachusetts Wealth Management / LLY

Massachusetts Wealth Management’s Eli Lilly & Co Position

Does Massachusetts Wealth Management own Eli Lilly & Co (LLY)? Yes — 3.0K shares worth $3M (+1.20% of its 13F portfolio) as of Q1 2026, up from 3.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.0K
% of Portfolio
+1.20%
Quarters Held
12
currently held

Position History LLY

Reported value by quarter
Q2 ’23: $272,008Q2 ’23Q3 ’23: $311,535Q4 ’23: $795,686Q4 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.0K$3M+1.20%
Q4 20253.0K$3M+1.48%
Q3 20252.8K$2M+1.07%
Q2 20252.6K$2M+1.16%
Q1 20252.6K$2M+1.48%
Q4 20242.6K$2M+1.22%
Q3 20242.6K$2M+1.43%
Q2 20242.2K$2M+1.35%
Q1 20241.6K$1M+0.90%
Q4 20231.4K$795,686+0.64%
Q3 2023580$311,535+0.29%
Q2 2023580$272,008+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of LLY.