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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Mattern Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
2,534
Value
$3.04M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of LLY by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,534$3.04M0.5%−38−1.5%ReducedHolders
Q1 20262,572$2.37M0.5%−10−0.4%ReducedHolders
Q4 20252,582$2.77M0.5%−40−1.5%ReducedHolders
Q3 20252,622$2.00M0.4%−200−7.1%ReducedHolders
Q2 20252,822$2.20M0.5%+180+6.8%AddedHolders
Q1 20252,642$2.18M0.5%−215−7.5%ReducedHolders
Q4 20242,857$2.21M0.5%−147−4.9%ReducedHolders
Q3 20243,004$2.66M0.6%00.0%UnchangedHolders
Q2 20243,004$2.72M0.7%00.0%UnchangedHolders
Q1 20243,004$2.34M0.6%00.0%UnchangedHolders
Q4 20233,004$1.75M0.5%00.0%UnchangedHolders
Q3 20233,004$1.61M0.5%+4+0.1%AddedHolders
Q2 20233,000$1.41M0.4%00.0%UnchangedHolders
Q1 20233,000$1.03M0.3%00.0%UnchangedHolders
Q4 20223,000$1.10M0.4%00.0%UnchangedHolders
Q3 20223,000$970.0K0.4%00.0%UnchangedHolders
Q2 20223,000$973.0K0.4%00.0%UnchangedHolders
Q1 20223,000$859.0K0.3%−300−9.1%ReducedHolders
Q4 20213,300$912.0K0.3%00.0%UnchangedHolders
Q3 20213,300$762.0K0.3%00.0%UnchangedHolders
Q2 20213,300$767.0K0.2%00.0%UnchangedHolders
Q1 20213,300$617.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.