Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership7,977 shares
Latest Disclosed Value $ 7,337,361
Avidian Wealth Solutions, LLC reports 41.46% increase in ownership of LLY / Eli Lilly and Company

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 7,977 shares of Eli Lilly and Company (MX:LLY) valued at $7,337,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 5,639 shares of Eli Lilly and Company. This represents a change in shares of 41.46% 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 COM 532457108 7,977 2,338 41.46 7,337 21.07 0.2321
2026-02-02 2025-12-31 13F ELI LILLY COM 532457108 5,639 354 6.70 6,060 50.30 0.2205
2025-10-30 2025-09-30 13F ELI LILLY COM 532457108 5,285 479 9.97 4,032 7.63 0.1519
2025-07-30 2025-06-30 13F ELI LILLY COM 532457108 4,806 -360 -6.97 3,747 -12.19 0.1523
2025-04-25 2025-03-31 13F ELI LILLY COM 532457108 5,166 243 4.94 4,267 12.26 0.1900
2025-01-29 2024-12-31 13F ELI LILLY COM 532457108 4,923 536 12.22 3,800 -2.24 0.1707
2024-10-30 2024-09-30 13F ELI LILLY COM 532457108 4,387 163 3.86 3,887 1.65 0.1765
2024-08-06 2024-06-30 13F ELI LILLY COM 532457108 4,224 616 17.07 3,825 36.28 0.1588
2024-05-03 2024-03-31 13F ELI LILLY COM 532457108 3,608 664 22.55 2,807 63.62 0.1362
2024-02-06 2023-12-31 13F ELI LILLY COM 532457108 2,944 116 4.10 1,716 12.90 0.1056
2023-10-13 2023-09-30 13F ELI LILLY COM 532457108 2,828 -188 -6.23 1,519 7.43 0.1070
2023-08-03 2023-06-30 13F LILLY ELI COM 532457108 3,016 -4,613 -60.47 1,414 -46.03 0.0926
2023-05-08 2023-03-31 13F LILLY ELI COM 532457108 7,629 -187 -2.39 2,620 -8.36 0.1437
2023-02-06 2022-12-31 13F LILLY ELI COM 532457108 7,816 462 6.28 2,859 20.23 0.1862
2022-11-03 2022-09-30 13F LILLY ELI COM 532457108 7,354 30 0.41 2,378 0.13 0.1718
2022-07-29 2022-06-30 13F LILLY ELI COM 532457108 7,324 1,029 16.35 2,375 31.72 0.1681
2022-05-10 2022-03-31 13F LILLY ELI COM 532457108 6,295 -49 -0.77 1,803 2.91 0.1104
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 6,344 2,403 60.97 1,752 92.32 0.1091
2021-11-10 2021-09-30 13F LILLY ELI COM 532457108 3,941 395 11.14 911 11.92 0.0694
2021-08-09 2021-06-30 13F LILLY ELI COM 532457108 3,546 79 2.28 814 25.62 0.0625
2021-05-05 2021-03-31 13F LILLY ELI COM 532457108 3,467 51 1.49 648 12.31 0.0552
2021-02-09 2020-12-31 13F LILLY ELI COM 532457108 3,416 346 11.27 577 27.09 0.0547
2021-02-03 2020-09-30 13F/A-1 LILLY ELI COM 532457108 3,070 49 1.62 454 -8.47 0.0514
2020-08-10 2020-06-30 13F LILLY ELI COM 532457108 3,021 90 3.07 496 21.87 0.0669
2020-04-22 2020-03-31 13F LILLY ELI COM 532457108 2,931 -152 -4.93 407 0.49 0.0653
2020-02-13 2019-12-31 13F LILLY ELI COM 532457108 3,083 965 45.56 405 70.89 0.0576
2019-11-14 2019-09-30 13F LILLY ELI COM 532457108 2,118 217 11.42 237 12.32 0.0390
2019-08-14 2019-06-30 13F LILLY ELI COM 532457108 1,901 249 15.07 211 -1.40 0.0499
2019-05-15 2019-03-31 13F LILLY ELI COM 532457108 1,652 1,652 214 0.0476
2018-11-14 2018-09-30 13F LILLY ELI COM 532457108 0 -2,400 -100.00 0 -100.00
2018-08-14 2018-06-30 13F LILLY ELI COM 532457108 2,400 2,400 205 0.0647
2018-05-15 2018-03-31 13F LILLY ELI COM 532457108 0 -2,400 -100.00 0 -100.00
2018-02-14 2017-12-31 13F LILLY ELI COM 532457108 2,400 0 0.00 203 -0.98 0.0543
2017-11-14 2017-09-30 13F LILLY ELI COM 532457108 2,400 2,400 205 0.0781
2017-08-14 2017-06-30 13F LILLY ELI COM 532457108 0 -2,400 -100.00 0 -100.00
2017-05-15 2017-03-31 13F LILLY ELI COM 532457108 2,400 2,400 202 0.0774
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.