Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionCMH Wealth Management LLC
Latest Disclosed Ownership14,077 shares
Latest Disclosed Value $ 12,947,603
CMH Wealth Management LLC reports 1.64% decrease in ownership of LLY / Eli Lilly and Company

On April 13, 2026 - CMH Wealth Management LLC filed a 13F-HR form disclosing ownership of 14,077 shares of Eli Lilly and Company (MX:LLY) valued at $12,947,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 14,311 shares of Eli Lilly and Company. This represents a change in shares of -1.64% 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)
2026-04-13 2026-03-31 13F ELI LILLY COM 532457108 14,077 -234 -1.64 12,948 -15.81 2.2226
2026-01-13 2025-12-31 13F ELI LILLY COM 532457108 14,311 -465 -3.15 15,380 36.41 3.2944
2025-10-21 2025-09-30 13F ELI LILLY COM 532457108 14,776 2,314 18.57 11,274 16.06 2.4026
2025-07-11 2025-06-30 13F ELI LILLY COM 532457108 12,462 165 1.34 9,715 -4.35 2.2611
2025-04-14 2025-03-31 13F ELI LILLY COM 532457108 12,297 -1,575 -11.35 10,156 -5.16 2.5446
2025-01-16 2024-12-31 13F ELI LILLY COM 532457108 13,872 552 4.14 10,709 -9.25 2.4529
2024-10-15 2024-09-30 13F ELI LILLY COM 532457108 13,320 -367 -2.68 11,801 -4.77 2.7758
2024-07-11 2024-06-30 13F ELI LILLY COM 532457108 13,687 102 0.75 12,392 17.25 3.0499
2024-04-12 2024-03-31 13F ELI LILLY COM 532457108 13,585 -1,778 -11.57 10,569 18.01 2.6851
2024-01-19 2023-12-31 13F ELI LILLY COM 532457108 15,363 -190 -1.22 8,955 7.21 2.1705
2023-10-13 2023-09-30 13F ELI LILLY COM 532457108 15,553 -9,135 -37.00 8,354 -27.85 2.3353
2023-07-17 2023-06-30 13F LILLY ELI COM 532457108 24,688 373 1.53 11,578 38.66 3.1134
2023-04-10 2023-03-31 13F LILLY ELI COM 532457108 24,315 10,512 76.16 8,350 65.38 2.4113
2023-01-12 2022-12-31 13F LILLY ELI COM 532457108 13,803 -101 -0.73 5,050 12.30 1.6208
2022-10-24 2022-09-30 13F LILLY ELI COM 532457108 13,904 379 2.80 4,496 2.53 1.6482
2022-07-15 2022-06-30 13F LILLY ELI COM 532457108 13,525 -6,660 -32.99 4,385 -24.13 1.5855
2022-04-13 2022-03-31 13F LILLY ELI COM 532457108 20,185 228 1.14 5,780 4.84 1.7770
2022-01-18 2021-12-31 13F LILLY ELI COM 532457108 19,957 253 1.28 5,513 21.08 1.6627
2021-10-28 2021-09-30 13F/A-1 LILLY ELI COM 532457108 19,704 298 1.54 4,553 2.22 1.4939
2021-10-18 2021-09-30 13F LILLY ELI COM 532457108 19,704 298 4,553 1.4950
2021-07-19 2021-06-30 13F LILLY ELI COM 532457108 19,406 1,530 8.56 4,454 33.35 1.4881
2021-04-19 2021-03-31 13F LILLY ELI COM 532457108 17,876 1,288 7.76 3,340 19.24 1.2582
2021-02-01 2020-12-31 13F LILLY ELI COM 532457108 16,588 368 2.27 2,801 16.66 1.0257
2020-10-20 2020-09-30 13F LILLY ELI COM 532457108 16,220 1,750 12.09 2,401 1.05 1.0275
2020-07-23 2020-06-30 13F LILLY ELI COM 532457108 14,470 -969 -6.28 2,376 10.92 1.1346
2020-04-16 2020-03-31 13F LILLY ELI COM 532457108 15,439 1,698 12.36 2,142 18.60 1.2516
2020-01-21 2019-12-31 13F LILLY ELI COM 532457108 13,741 130 0.96 1,806 18.66 0.9275
2019-10-11 2019-09-30 13F LILLY ELI COM 532457108 13,611 735 5.71 1,522 6.66 0.8618
2019-07-15 2019-06-30 13F LILLY ELI COM 532457108 12,876 -470 -3.52 1,427 -17.61 0.8371
2019-04-15 2019-03-31 13F LILLY ELI COM 532457108 13,346 -3,045 -18.58 1,732 -8.70 1.0492
2019-01-16 2018-12-31 13F LILLY ELI COM 532457108 16,391 -1,692 -9.36 1,897 -2.52 1.1442
2018-10-29 2018-09-30 13F LILLY ELI COM 532457108 18,083 270 1.52 1,946 27.27 1.0195
2018-07-20 2018-06-30 13F LILLY ELI COM 532457108 17,813 235 1.34 1,529 14.88 0.8743
2018-04-11 2018-03-31 13F LILLY ELI COM 532457108 17,578 490 2.87 1,331 -8.02 0.8975
2018-01-12 2017-12-31 13F LILLY ELI COM 532457108 17,088 25 0.15 1,447 -1.77 0.9574
2017-10-19 2017-09-30 13F LILLY ELI COM 532457108 17,063 -25 -0.15 1,473 4.32 1.0933
2017-07-25 2017-06-30 13F LILLY ELI COM 532457108 17,088 -55 -0.32 1,412 -4.53 1.1256
2017-04-17 2017-03-31 13F Lilly Eli COM 532457108 17,143 -47 -0.27 1,479 12.30 1.1585
2017-02-23 2016-12-31 13F LILLY ELI COM 532457108 17,190 17,190 1,317 1.1531
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.