Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionMonument Capital Management
Latest Disclosed Ownership2,418 shares
Latest Disclosed Value $ 2,224,456
Monument Capital Management reports 0.41% decrease in ownership of LLY / Eli Lilly and Company

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 2,418 shares of Eli Lilly and Company (MX:LLY) valued at $2,224,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,428 shares of Eli Lilly and Company. This represents a change in shares of -0.41% 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)
2026-04-15 2026-03-31 13F ELI LILLY COM 532457108 2,418 -10 -0.41 2,224 -14.76 0.5574
2026-01-26 2025-12-31 13F ELI LILLY COM 532457108 2,428 12 0.50 2,610 41.56 0.6493
2025-10-14 2025-09-30 13F ELI LILLY COM 532457108 2,416 -174 -6.72 1,844 -8.67 0.4610
2025-07-24 2025-06-30 13F ELI LILLY COM 532457108 2,590 -107 -3.97 2,019 -9.38 0.5259
2025-04-25 2025-03-31 13F ELI LILLY COM 532457108 2,697 -21 -0.77 2,227 6.20 0.6848
2025-01-31 2024-12-31 13F ELI LILLY COM 532457108 2,718 -111 -3.92 2,098 -16.29 0.5785
2024-10-15 2024-09-30 13F ELI LILLY COM 532457108 2,829 -13 -0.46 2,506 -2.60 0.6930
2024-07-22 2024-06-30 13F ELI LILLY COM 532457108 2,842 -74 -2.54 2,573 13.40 0.7568
2024-04-19 2024-03-31 13F ELI LILLY COM 532457108 2,916 38 1.32 2,268 35.24 0.6537
2024-02-01 2023-12-31 13F ELI LILLY COM 532457108 2,878 78 2.79 1,677 11.58 0.5398
2023-10-25 2023-09-30 13F ELI LILLY COM 532457108 2,800 21 0.76 1,504 15.35 0.5047
2023-07-18 2023-06-30 13F LILLY ELI COM 532457108 2,779 165 6.31 1,303 45.26 0.4154
2023-04-21 2023-03-31 13F LILLY ELI COM 532457108 2,614 -228 -8.02 898 -13.67 0.3004
2023-01-27 2022-12-31 13F LILLY ELI COM 532457108 2,842 239 9.18 1,040 23.40 0.3555
2022-11-07 2022-09-30 13F LILLY ELI COM 532457108 2,603 -1,008 -27.91 842 -28.10 0.3158
2022-07-20 2022-06-30 13F LILLY ELI COM 532457108 3,611 388 12.04 1,171 26.87 0.4417
2022-04-14 2022-03-31 13F LILLY ELI COM 532457108 3,223 1,000 44.98 923 50.33 0.2993
2022-01-18 2021-12-31 13F LILLY ELI COM 532457108 2,223 106 5.01 614 25.56 0.1905
2021-10-22 2021-09-30 13F LILLY ELI COM 532457108 2,117 45 2.17 489 2.73 0.1663
2021-07-27 2021-06-30 13F LILLY ELI COM 532457108 2,072 405 24.30 476 53.05 0.1648
2021-04-12 2021-03-31 13F LILLY ELI COM 532457108 1,667 -14,307 -89.56 311 -88.47 0.1247
2021-01-15 2020-12-31 13F LILLY ELI COM 532457108 15,974 610 3.97 2,697 18.60 1.2463
2020-10-23 2020-09-30 13F LILLY ELI COM 532457108 15,364 -326 -2.08 2,274 -11.72 1.1991
2020-07-16 2020-06-30 13F LILLY ELI COM 532457108 15,690 -1,003 -6.01 2,576 11.23 1.5153
2020-04-14 2020-03-31 13F LILLY ELI COM 532457108 16,693 158 0.96 2,316 6.58 1.6650
2020-01-14 2019-12-31 13F LILLY ELI COM 532457108 16,535 75 0.46 2,173 18.03 1.1085
2019-10-21 2019-09-30 13F LILLY ELI COM 532457108 16,460 -480 -2.83 1,841 -3.61 0.9988
2019-07-23 2019-06-30 13F LILLY ELI COM 532457108 16,940 -346 -2.00 1,910 -14.85 1.0295
2019-04-10 2019-03-31 13F LILLY ELI COM 532457108 17,286 -807 -4.46 2,243 7.12 1.2763
2019-01-15 2018-12-31 13F LILLY ELI COM 532457108 18,093 17,380 2,437.59 2,094 2,619.48 1.3077
2018-11-13 2018-09-30 13F/A-1 LILLY ELI COM 532457108 713 200 38.99 77 75.00 0.0433
2018-07-17 2018-06-30 13F ELI LILLY COM 532457108 513 0 0.00 44 15.79 0.0305
2018-04-17 2018-03-31 13F ELI LILLY COM 532457108 513 0 0.00 38 -11.63 0.0260
2018-02-05 2017-12-31 13F ELI LILLY COM 532457108 513 513 43 0.0303
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.