Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWbh Advisory Inc
Latest Disclosed Ownership6,851 shares
Latest Disclosed Value $ 6,539,106
Wbh Advisory Inc reports 5.07% decrease in ownership of LLY / Eli Lilly and Company

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 6,851 shares of Eli Lilly and Company (MX:LLY) valued at $6,539,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,217 shares of Eli Lilly and Company. This represents a change in shares of -5.07% 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.

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)
2026-04-27 2026-03-31 13F ELI LILLY COM 532457108 6,851 -366 -5.07 6,539 -15.68 0.4897
2026-01-26 2025-12-31 13F ELI LILLY COM 532457108 7,217 -127 -1.73 7,756 38.41 0.5743
2025-10-30 2025-09-30 13F ELI LILLY COM 532457108 7,344 -327 -4.26 5,604 -6.29 0.4279
2025-07-30 2025-06-30 13F ELI LILLY COM 532457108 7,671 -729 -8.68 5,979 -13.81 0.5096
2025-05-12 2025-03-31 13F ELI LILLY COM 532457108 8,400 -574 -6.40 6,938 0.13 0.6473
2025-01-31 2024-12-31 13F ELI LILLY COM 532457108 8,974 -237 -2.57 6,928 -15.10 0.6429
2024-10-15 2024-09-30 13F ELI LILLY COM 532457108 9,211 -574 -5.87 8,160 -7.89 0.7727
2024-07-11 2024-06-30 13F ELI LILLY COM 532457108 9,785 -488 -4.75 8,859 10.86 0.8967
2024-04-16 2024-03-31 13F ELI LILLY COM 532457108 10,273 -645 -5.91 7,992 25.57 0.8223
2024-01-09 2023-12-31 13F ELI LILLY COM 532457108 10,918 -200 -1.80 6,364 6.58 0.7079
2023-10-10 2023-09-30 13F ELI LILLY COM 532457108 11,118 -375 -3.26 5,972 10.80 0.7328
2023-07-12 2023-06-30 13F LILLY ELI COM 532457108 11,493 -303 -2.57 5,390 33.06 0.6387
2023-04-20 2023-03-31 13F LILLY ELI COM 532457108 11,796 -523 -4.25 4,051 1.68 0.5058
2022-10-18 2022-09-30 13F LILLY ELI COM 532457108 12,319 -88 -0.71 3,983 -3.04 0.5747
2022-07-12 2022-06-30 13F LILLY ELI COM 532457108 12,407 -124 -0.99 4,108 10.28 0.5481
2022-04-29 2022-03-31 13F LILLY ELI COM 532457108 12,531 -674 -5.10 3,725 2.14 0.4572
2022-01-28 2021-12-31 13F LILLY ELI COM 532457108 13,205 -278 -2.06 3,647 17.08 0.4160
2021-10-25 2021-09-30 13F LILLY ELI COM 532457108 13,483 -295 -2.14 3,115 -7.04 0.4191
2021-07-27 2021-06-30 13F LILLY ELI COM 532457108 13,778 -98 -0.71 3,351 29.28 0.4911
2021-04-19 2021-03-31 13F LILLY ELI COM 532457108 13,876 -387 -2.71 2,592 -9.72 0.4195
2021-01-21 2020-12-31 13F LILLY ELI COM 532457108 14,263 -13 -0.09 2,871 35.87 0.4940
2020-10-27 2020-09-30 13F LILLY ELI COM 532457108 14,276 -156 -1.08 2,113 -10.81 0.4265
2020-08-05 2020-06-30 13F Eli Lilly COM 532457108 14,432 33 0.23 2,369 18.63 0.5734
2020-05-07 2020-03-31 13F Eli Lilly COM 532457108 14,399 48 0.33 1,997 5.89 0.4684
2020-01-27 2019-12-31 13F Eli Lilly COM 532457108 14,351 -72 -0.50 1,886 17.00 0.3856
2019-10-25 2019-09-30 13F Eli Lilly COM 532457108 14,423 -90 -0.62 1,612 0.31 0.3620
2019-08-02 2019-06-30 13F Eli Lilly COM 532457108 14,513 -57 -0.39 1,607 -14.97 0.3725
2019-04-22 2019-03-31 13F Eli Lilly COM 532457108 14,570 -201 -1.36 1,890 10.59 0.4495
2019-01-29 2018-12-31 13F Eli Lilly COM 532457108 14,771 -133 -0.89 1,709 6.88 0.4149
2018-10-29 2018-09-30 13F Eli Lilly COM 532457108 14,904 730 5.15 1,599 32.26 0.3876
2018-07-31 2018-06-30 13F Eli Lilly COM 532457108 14,174 322 2.32 1,209 12.89 0.3134
2018-04-30 2018-03-31 13F Eli Lilly COM 532457108 13,852 -634 -4.38 1,071 -13.14 0.2912
2018-01-31 2017-12-31 13F Eli Lilly COM 532457108 14,486 -571 -3.79 1,233 -4.27 0.3289
2017-11-29 2017-09-30 13F Eli Lilly COM 532457108 15,057 -21 -0.14 1,288 3.87 0.3594
2017-07-21 2017-06-30 13F Eli Lilly COM 532457108 15,078 -227 -1.48 1,240 -3.65 0.3478
2017-04-21 2017-03-31 13F Eli Lilly COM 532457108 15,305 4 0.03 1,287 14.40 0.3855
2017-01-20 2016-12-31 13F Eli Lilly COM 532457108 15,301 -483 -3.06 1,125 -11.14 0.3750
2016-10-24 2016-09-30 13F Eli Lilly COM 532457108 15,784 6,112 63.19 1,266 66.36 0.4332
2016-07-25 2016-06-30 13F Eli Lilly COM 532457108 9,672 29 0.30 761 9.65 0.2962
2016-04-15 2016-03-31 13F Eli Lilly COM 532457108 9,643 -124 -1.27 694 -15.67 0.2323
2016-01-19 2015-12-31 13F Eli Lilly COM 532457108 9,767 -169 -1.70 823 -0.96 0.2876
2015-10-15 2015-09-30 13F Eli Lilly COM 532457108 9,936 -70 -0.70 831 -0.48 0.3452
2015-07-20 2015-06-30 13F Eli Lilly COM 532457108 10,006 209 2.13 835 17.44 0.3281
2015-04-22 2015-03-31 13F Eli Lilly COM 532457108 9,797 153 1.59 711 6.92 0.1995
2015-01-23 2014-12-31 13F Eli Lilly COM 532457108 9,644 -1,000 -9.39 665 -3.62 0.2507
2014-10-17 2014-09-30 13F Eli Lilly COM 532457108 10,644 -179 -1.65 690 2.68 0.2424
2014-07-21 2014-06-30 13F Eli Lilly COM 532457108 10,823 13 0.12 672 5.66 0.2541
2014-04-29 2014-03-31 13F Eli Lilly COM 532457108 10,810 277 2.63 636 18.44 0.2530
2014-02-19 2013-12-31 13F/A-1 Eli Lilly COM 532457108 10,533 -2,310 -17.99 537 -16.87 0.2163
2014-01-27 2013-12-31 13F Eli Lilly COM 532457108 10,533 537
2013-11-05 2013-09-30 13F Eli Lilly COM 532457108 12,843 178 1.41 646 3.86 0.2892
2013-07-19 2013-06-30 13F Eli Lilly COM 532457108 12,665 12,665 622 0.2877
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.