Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionProsperity Wealth Management, Inc.
Latest Disclosed Ownership3,314 shares
Latest Disclosed Value $ 3,561,490
Prosperity Wealth Management, Inc. reports 34.99% increase in ownership of LLY / Eli Lilly and Company

On March 27, 2026 - Prosperity Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 3,314 shares of Eli Lilly and Company (CL:LLY) valued at $3,561,490 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 2,455 shares of Eli Lilly and Company. This represents a change in shares of 34.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-03-27 2025-12-31 13F ELI LILLY COM 532457108 3,314 859 34.99 3,561 90.12 1.1857
2025-11-14 2025-09-30 13F ELI LILLY COM 532457108 2,455 216 9.65 1,873 7.34 0.6358
2025-08-05 2025-06-30 13F ELI LILLY COM 532457108 2,239 37 1.68 1,745 -4.02 0.6468
2025-04-18 2025-03-31 13F ELI LILLY COM 532457108 2,202 79 3.72 1,819 10.99 0.8548
2025-02-07 2024-12-31 13F ELI LILLY COM 532457108 2,123 135 6.79 1,639 -6.98 0.6743
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 1,988 876 78.78 1,761 75.05 0.7041
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 1,112 463 71.34 1,007 99.60 0.4945
2024-05-15 2024-03-31 13F ELI LILLY COM 532457108 649 199 44.22 505 92.37 0.2392
2024-01-30 2023-12-31 13F ELI LILLY COM 532457108 450 0 0.00 262 8.71 0.1705
2023-11-07 2023-09-30 13F ELI LILLY COM 532457108 450 -7 -1.53 242 12.62 0.1556
2023-09-12 2023-06-30 13F LILLY ELI COM 532457108 457 457 214 0.1387
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.