Mascoma Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7M | Sell |
1,421
-83
| -6% | -$84.8K | 0.32% | 32 |
|
|
2026
Q1 | $1.38M | Sell |
1,504
-27
| -2% | -$27.4K | 0.29% | 35 |
|
|
2025
Q4 | $1.64M | Sell |
1,531
-38
| -2% | -$36.3K | 0.35% | 31 |
|
|
2025
Q3 | $1.2M | Buy |
1,569
+855
| +120% | +$636K | 0.26% | 36 |
|
|
2025
Q2 | $556K | Hold |
714
| – | – | 0.13% | 51 |
|
|
2025
Q1 | $589K | Sell |
714
-25
| -3% | -$20.8K | 0.15% | 49 |
|
|
2024
Q4 | $570K | Sell |
739
-11
| -1% | -$9.11K | 0.14% | 45 |
|
|
2024
Q3 | $665K | Sell |
750
-48
| -6% | -$43.2K | 0.17% | 45 |
|
|
2024
Q2 | $722K | Sell |
798
-8
| -1% | -$6.4K | 0.19% | 40 |
|
|
2024
Q1 | $627K | Sell |
806
-30
| -4% | -$21.4K | 0.18% | 43 |
|
|
2023
Q4 | $488K | Sell |
836
-33
| -4% | -$19.3K | 0.15% | 54 |
|
|
2023
Q3 | $467K | Hold |
869
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $453K | Sell |
869
-309
| -26% | -$130K | 0.14% | 63 |
|
|
2023
Q1 | $466K | Buy |
1,178
+179
| +18% | +$60.4K | 0.14% | 71 |
|
|
2022
Q4 | $365K | Hold |
999
| – | – | 0.12% | 86 |
|
|
2022
Q3 | $323K | Hold |
999
| – | – | 0.11% | 92 |
|
|
2022
Q2 | $324K | Hold |
999
| – | – | 0.11% | 92 |
|
|
2022
Q1 | $286K | Buy |
999
+214
| +27% | +$55.1K | 0.09% | 98 |
|
|
2021
Q4 | $217K | Hold |
785
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $181K | Buy |
+785
| New | +$194K | 0.07% | 105 |
|
|
2021
Q2 | – | Sell |
-679
| Closed | -$127K | – | 304 |
|
|
2021
Q1 | $127K | Buy |
+679
| New | +$133K | 0.05% | 135 |
|
|
2019
Q3 | – | Sell |
-629
| Closed | -$70K | – | 233 |
|
|
2019
Q2 | $70K | Hold |
629
| – | – | 0.04% | 135 |
|
|
2019
Q1 | $82K | Hold |
629
| – | – | 0.06% | 119 |
|
|
2018
Q4 | $73K | Hold |
629
| – | – | 0.06% | 121 |
|
|
2018
Q3 | $67K | Hold |
629
| – | – | 0.04% | 146 |
|
|
2018
Q2 | $54K | Hold |
629
| – | – | 0.04% | 148 |
|
|
2018
Q1 | $49K | Hold |
629
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $51K | Sell |
629
-134
| -18% | -$11.4K | 0.03% | 145 |
|
|
2017
Q3 | $65K | Hold |
763
| – | – | 0.04% | 132 |
|
|
2017
Q2 | $63K | Sell |
763
-324
| -30% | -$26.4K | 0.04% | 140 |
|
|
2017
Q1 | $91K | Sell |
1,087
-175
| -14% | -$14K | 0.07% | 104 |
|
|
2016
Q4 | $93K | Buy |
+1,262
| New | +$94K | 0.07% | 105 |
|
Other funds holding LLY
Mascoma Wealth Management's LLY Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Eli Lilly (LLY) stake by 5.5% in Q2 2026, selling an estimated $84.8K and leaving 1,421 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #32.
Mascoma Wealth Management first reported a position in LLY in Q4 2016 and has held it in 32 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Mascoma Wealth Management held 1,421 shares of Eli Lilly worth $1.7M as of Q2 2026.
- Mascoma Wealth Management sold 83 Eli Lilly shares in Q2 2026, an estimated $84.8K.
- Eli Lilly made up 0.32% of Mascoma Wealth Management's portfolio in Q2 2026, its #32 holding.
- Mascoma Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 32 quarters since.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.