Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership4,214 shares
Latest Disclosed Value $ 3,875,451
Pinnacle Wealth Planning Services, Inc. reports 8.69% increase in ownership of LLY / Eli Lilly and Company

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 4,214 shares of Eli Lilly and Company (MX:LLY) valued at $3,875,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,877 shares of Eli Lilly and Company. This represents a change in shares of 8.69% 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)
2026-05-11 2026-03-31 13F ELI LILLY COM 532457108 4,214 337 8.69 3,875 -6.96 0.4003
2026-02-13 2025-12-31 13F ELI LILLY COM 532457108 3,877 -15 -0.39 4,166 40.28 0.4350
2025-11-13 2025-09-30 13F Eli Lilly and COM 532457108 3,892 254 6.98 2,969 4.73 0.3479
2025-08-11 2025-06-30 13F LILLY ELI COM 532457108 3,638 379 11.63 2,836 5.35 0.3730
2025-05-15 2025-03-31 13F LILLY ELI COM 532457108 3,259 110 3.49 2,692 10.70 0.4046
2025-02-27 2024-12-31 13F/A-1 LILLY ELI COM 532457108 3,149 -1,243 -28.30 2,431 -37.52 0.3653
2025-02-06 2024-12-31 13F LILLY ELI COM 532457108 3,149 -1,243 2,431 0.3394
2024-11-13 2024-09-30 13F ELI LILLY & CO COM Stock 532457108 4,392 299 7.31 3,891 5.02 0.5285
2024-08-09 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 4,093 -18 -0.44 3,706 15.85 0.5295
2024-05-10 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 4,111 270 7.03 3,198 42.90 0.4686
2024-02-08 2023-12-31 13F ELI LILLY & CO COM Stock 532457108 3,841 -16 -0.41 2,239 8.06 0.3517
2023-11-08 2023-09-30 13F ELI LILLY & CO COM Stock 532457108 3,857 23 0.60 2,072 15.18 0.3415
2023-08-07 2023-06-30 13F LILLY ELI & CO COM Stock 532457108 3,834 -44 -1.13 1,798 35.09 0.2904
2023-05-03 2023-03-31 13F LILLY ELI & CO COM Stock 532457108 3,878 183 4.95 1,332 -1.48 0.2213
2023-02-13 2022-12-31 13F LILLY ELI & CO COM Stock 532457108 3,695 159 4.50 1,352 18.09 0.2402
2022-11-09 2022-09-30 13F LILLY ELI & CO COM Stock 532457108 3,536 -88 -2.43 1,144 -2.64 0.2115
2022-08-03 2022-06-30 13F LILLY ELI & CO COM Stock 532457108 3,624 199 5.81 1,175 19.78 0.2111
2022-04-20 2022-03-31 13F LILLY ELI & CO COM Stock 532457108 3,425 447 15.01 981 19.34 0.1787
2022-01-21 2021-12-31 13F LILLY ELI & CO COM Stock 532457108 2,978 251 9.20 822 30.48 0.1606
2021-10-29 2021-09-30 13F LILLY ELI & CO COM Stock 532457108 2,727 -71 -2.54 630 -1.87 0.1393
2021-08-02 2021-06-30 13F LILLY ELI & CO COM Stock 532457108 2,798 87 3.21 642 26.88 0.1493
2021-04-29 2021-03-31 13F LILLY ELI & CO COM Stock 532457108 2,711 186 7.37 506 18.78 0.1298
2021-02-12 2020-12-31 13F LILLY ELI & CO COM Stock 532457108 2,525 11 0.44 426 14.21 0.1018
2020-11-03 2020-09-30 13F LILLY ELI & CO COM Stock 532457108 2,514 -27 -1.06 373 -10.55 0.1232
2020-07-27 2020-06-30 13F LILLY ELI & CO COM Stock 532457108 2,541 -237 -8.53 417 8.31 0.1354
2020-05-11 2020-03-31 13F LILLY ELI & CO COM Stock 532457108 2,778 1,011 57.22 385 65.95 0.1828
2020-02-07 2019-12-31 13F LILLY ELI & CO COM Stock 532457108 1,767 1,767 232 0.1091
2019-05-08 2019-03-31 13F LILLY ELI & CO COM Stock 532457108 0 -1,729 -100.00 0 -100.00
2019-03-01 2018-12-31 13F LILLY ELI & CO COM Stock 532457108 1,729 1,729 200 0.1280
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.