Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership2,724 shares
Latest Disclosed Value $ 2,505,453
Lyell Wealth Management, Lp reports 0.37% increase in ownership of LLY / Eli Lilly and Company

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 2,724 shares of Eli Lilly and Company (MX:LLY) valued at $2,505,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,714 shares of Eli Lilly and Company. This represents a change in shares of 0.37% 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)
2026-05-07 2026-03-31 13F ELI LILLY & CO COM Stock 532457108 2,724 10 0.37 2,505 -14.09 0.1841
2026-02-11 2025-12-31 13F ELI LILLY & CO COM Stock 532457108 2,714 305 12.66 2,917 58.65 0.2112
2025-11-06 2025-09-30 13F ELI LILLY & CO COM Stock 532457108 2,409 18 0.75 1,838 -1.34 0.1365
2025-07-29 2025-06-30 13F ELI LILLY & CO COM Stock 532457108 2,391 -54 -2.21 1,864 -7.73 0.1472
2025-05-08 2025-03-31 13F ELI LILLY & CO COM Stock 532457108 2,445 -87 -3.44 2,019 3.33 0.1888
2025-02-03 2024-12-31 13F ELI LILLY & CO COM Stock 532457108 2,532 51 2.06 1,955 -11.10 0.1752
2024-10-23 2024-09-30 13F ELI LILLY & CO COM Stock 532457108 2,481 0 0.00 2,198 -2.14 0.1999
2024-08-08 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 2,481 18 0.73 2,246 17.22 0.2145
2024-05-03 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 2,463 32 1.32 1,916 35.22 0.1948
2024-02-02 2023-12-31 13F ELI LILLY & CO COM Stock 532457108 2,431 13 0.54 1,417 9.17 0.1611
2023-10-31 2023-09-30 13F ELI LILLY & CO COM Stock 532457108 2,418 0 0.00 1,299 14.56 0.1747
2023-08-04 2023-06-30 13F LILLY ELI & CO COM Stock 532457108 2,418 -178 -6.86 1,134 27.16 0.1449
2023-05-03 2023-03-31 13F LILLY ELI & CO COM Stock 532457108 2,596 -121 -4.45 892 -10.27 0.1248
2023-01-24 2022-12-31 13F LILLY ELI & CO COM Stock 532457108 2,717 14 0.52 994 13.62 0.1570
2022-10-24 2022-09-30 13F LILLY ELI & CO COM Stock 532457108 2,703 -75 -2.70 874 -3.00 0.1488
2022-07-28 2022-06-30 13F LILLY ELI COM 532457108 2,778 59 2.17 901 15.66 0.1469
2022-05-04 2022-03-31 13F LILLY ELI COM 532457108 2,719 144 5.59 779 9.56 0.1003
2022-02-08 2021-12-31 13F LILLY ELI COM 532457108 2,575 19 0.74 711 20.30 0.0812
2021-11-10 2021-09-30 13F LILLY ELI COM 532457108 2,556 -11 -0.43 591 0.34 0.0719
2021-08-09 2021-06-30 13F LILLY ELI COM 532457108 2,567 328 14.65 589 40.91 0.0729
2021-05-07 2021-03-31 13F LILLY ELI COM 532457108 2,239 -175 -7.25 418 2.45 0.0609
2021-02-04 2020-12-31 13F LILLY ELI COM 532457108 2,414 18 0.75 408 14.93 0.0652
2020-11-04 2020-09-30 13F LILLY ELI COM 532457108 2,396 286 13.55 355 2.60 0.0665
2020-07-30 2020-06-30 13F LILLY ELI COM 532457108 2,110 -100 -4.52 346 12.70 0.0759
2020-05-11 2020-03-31 13F LILLY ELI COM 532457108 2,210 0 0.00 307 5.86 0.0918
2020-02-05 2019-12-31 13F LILLY ELI COM 532457108 2,210 -640 -22.46 290 -9.09 0.0774
2019-11-06 2019-09-30 13F LILLY ELI COM 532457108 2,850 0 0.00 319 0.95 0.0959
2019-08-01 2019-06-30 13F LILLY ELI COM 532457108 2,850 -665 -18.92 316 -30.70 0.0953
2019-05-06 2019-03-31 13F LILLY ELI COM 532457108 3,515 0 0.00 456 12.04 0.1522
2019-02-09 2018-12-31 13F Eli Lilly COM 532457108 3,515 -60 -1.68 407 5.99 0.1699
2018-10-30 2018-09-30 13F Eli Lilly COM 532457108 3,575 -250 -6.54 384 17.79 0.1293
2018-07-27 2018-06-30 13F Eli Lilly COM 532457108 3,825 18 0.47 326 10.51 0.1192
2018-05-04 2018-03-31 13F Eli Lilly COM 532457108 3,807 0 0.00 295 -8.39 0.1091
2018-01-30 2017-12-31 13F Eli Lilly COM 532457108 3,807 -409 -9.70 322 -10.80 0.1279
2017-10-26 2017-09-30 13F Eli Lilly COM 532457108 4,216 -275 -6.12 361 -2.43 0.1559
2017-07-27 2017-06-30 13F Eli Lilly COM 532457108 4,491 0 0.00 370 -2.12 0.1801
2017-05-08 2017-03-31 13F Eli Lilly Equity 532457108 4,491 -484 -9.73 378 3.28 0.2045
2017-02-13 2016-12-31 13F Eli Lilly Common Stock 532457108 4,975 4,975 366 0.2274
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.