Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,704,390
+$321,056 QoQ
Shares Held
1,421
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#2,639
of 4,604 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $2,908,907 across 12 Drug Manufacturers - General names. LLY ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,421 | $1,704,390 | |
| 2 | AMGN |
Amgen Inc
|
858 | $310,698 | |
| 3 | JNJ |
Johnson & Johnson
|
1,203 | $305,525 | |
| 4 | BIIB |
Biogen Inc.
|
927 | $200,287 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,018 | $128,614 | |
| 6 | ABBV |
AbbVie Inc.
|
417 | $104,933 | |
| 7 | MRK |
Merck & Co., Inc.
|
425 | $54,612 | |
| 8 | PFE |
Pfizer Inc
|
1,994 | $48,015 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,390 | 1,421 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,383,334 | 1,504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,645,335 | 1,531 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,197,147 | 1,569 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $556,584 | 714 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $589,699 | 714 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $570,508 | 739 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $664,455 | 750 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $722,493 | 798 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $627,035 | 806 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $487,321 | 836 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $466,765 | 869 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $407,543 | 869 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $404,548 | 1,178 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $323,026 | 999 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $323,905 | 999 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $286,083 | 999 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $216,832 | 785 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $181,374 | 785 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $126,850 | 679 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||