Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionEvexia Wealth Llc
Latest Disclosed Ownership17,912 shares
Latest Disclosed Value $ 16,650,365
Evexia Wealth Llc reports 12.54% decrease in ownership of LLY / Eli Lilly and Company

On April 16, 2026 - Evexia Wealth Llc filed a 13F-HR form disclosing ownership of 17,912 shares of Eli Lilly and Company (MX:LLY) valued at $16,650,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 20,481 shares of Eli Lilly and Company. This represents a change in shares of -12.54% 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)
2026-04-16 2026-03-31 13F ELI LILLY COM 532457108 17,912 -2,569 -12.54 16,650 -24.26 4.5775
2026-01-16 2025-12-31 13F ELI LILLY COM 532457108 20,481 -1,147 -5.30 21,982 24.04 6.1419
2025-11-12 2025-09-30 13F ELI LILLY COM 532457108 21,628 5,929 37.77 17,722 46.27 5.3049
2025-07-23 2025-06-30 13F ELI LILLY COM 532457108 15,699 3,373 27.36 12,115 30.42 3.8089
2025-04-11 2025-03-31 13F ELI LILLY COM 532457108 12,326 -15 -0.12 9,290 -14.30 3.3759
2025-02-13 2024-12-31 13F ELI LILLY COM 532457108 12,341 206 1.70 10,839 -0.58 3.6727
2024-10-10 2024-09-30 13F ELI LILLY COM 532457108 12,135 464 3.98 10,903 7.87 3.8657
2024-07-31 2024-06-30 13F ELI LILLY COM 532457108 11,671 -275 -2.30 10,107 12.56 3.7939
2024-05-03 2024-03-31 13F ELI LILLY COM 532457108 11,946 3,231 37.07 8,979 54.33 3.6965
2024-02-06 2023-12-31 13F ELI LILLY COM 532457108 8,715 235 2.77 5,819 16.99 2.4583
2023-10-30 2023-09-30 13F ELI LILLY COM 532457108 8,480 8,480 4,973 2.5181
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.