Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership13,836 shares
Latest Disclosed Value $ 12,725,746
Meridian Wealth Management, LLC reports 0.13% increase in ownership of LLY / Eli Lilly and Company

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 13,836 shares of Eli Lilly and Company (US:LLY) valued at $12,725,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 13,818 shares of Eli Lilly and Company. This represents a change in shares of 0.13% during the quarter. The current value of the position is $15,654,327 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F ELI LILLY COM 532457108 13,836 18 0.13 12,726 -14.31 0.4468
2026-02-04 2025-12-31 13F ELI LILLY COM 532457108 13,818 2,685 24.12 14,850 74.83 0.5227
2025-11-04 2025-09-30 13F ELI LILLY COM 532457108 11,133 1,035 10.25 8,494 7.92 0.3256
2025-08-08 2025-06-30 13F ELI LILLY COM 532457108 10,098 325 3.33 7,872 -2.48 0.3361
2025-05-12 2025-03-31 13F ELI LILLY COM 532457108 9,773 316 3.34 8,072 10.55 0.3908
2025-02-06 2024-12-31 13F ELI LILLY COM 532457108 9,457 418 4.62 7,301 -8.82 0.3454
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 9,039 9,039 8,008 0.3936
2024-08-08 2024-06-30 13F ELI LILLY COM 532457108 0 -8,497 -100.00 0 -100.00
2024-04-25 2024-03-31 13F ELI LILLY COM 532457108 8,497 1,580 22.84 6,611 63.94 1.1005
2024-02-08 2023-12-31 13F ELI LILLY COM 532457108 6,917 -3,853 -35.78 4,032 -30.29 0.2574
2023-10-17 2023-09-30 13F ELI LILLY COM 532457108 10,770 6,759 168.51 5,785 207.50 0.3544
2023-08-02 2023-06-30 13F LILLY ELI COM 532457108 4,011 967 31.77 1,881 80.00 0.1586
2023-05-15 2023-03-31 13F LILLY ELI COM 532457108 3,044 -485 -13.74 1,045 -19.05 0.0912
2023-02-14 2022-12-31 13F LILLY ELI COM 532457108 3,529 76 2.20 1,291 15.68 0.1264
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 3,453 -425 -10.96 1,116 -11.22 0.1201
2022-08-05 2022-06-30 13F LILLY ELI COM 532457108 3,878 1,450 59.72 1,257 80.86 0.1028
2022-05-12 2022-03-31 13F LILLY ELI COM 532457108 2,428 734 43.33 695 48.50 0.0760
2022-01-27 2021-12-31 13F LILLY ELI COM 532457108 1,694 154 10.00 468 31.46 0.0500
2021-10-15 2021-09-30 13F LILLY ELI COM 532457108 1,540 -235 -13.24 356 -12.53 0.0439
2021-07-22 2021-06-30 13F LILLY ELI COM 532457108 1,775 -876 -33.04 407 -17.78 0.0519
2021-05-07 2021-03-31 13F LILLY ELI COM 532457108 2,651 764 40.49 495 55.66 0.0721
2021-01-19 2020-12-31 13F LILLY ELI COM 532457108 1,887 53 2.89 318 17.34 0.0505
2020-10-09 2020-09-30 13F LILLY ELI COM 532457108 1,834 -3,455 -65.32 271 -68.78 0.0664
2020-07-15 2020-06-30 13F LILLY ELI COM 532457108 5,289 1,331 33.63 868 58.11 0.2905
2020-04-16 2020-03-31 13F LILLY ELI COM 532457108 3,958 3,958 549 0.2432
2019-11-08 2019-09-30 13F LILLY ELI COM 532457108 0 -294 -100.00 0 -100.00
2019-07-19 2019-06-30 13F LILLY ELI COM 532457108 294 2 0.68 326 -13.98 0.0132
2019-05-15 2019-03-31 13F LILLY ELI COM 532457108 292 292 379 0.0158
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.