Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership103 shares
Latest Disclosed Value $ 94,875
Winch Advisory Services, LLC ownership in LLY / Eli Lilly and Company

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 103 shares of Eli Lilly and Company (MX:LLY) valued at $94,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 103 shares of Eli Lilly and Company. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F ELI LILLY COM 532457108 103 0 0.00 95 -14.55 0.0217
2026-02-03 2025-12-31 13F ELI LILLY COM 532457108 103 0 0.00 111 41.03 0.0245
2025-11-12 2025-09-30 13F ELI LILLY COM 532457108 103 5 5.10 79 2.63 0.0177
2025-08-07 2025-06-30 13F ELI LILLY COM 532457108 98 0 0.00 76 -5.00 0.0187
2025-05-06 2025-03-31 13F ELI LILLY COM 532457108 98 11 12.64 81 19.40 0.0214
2025-01-14 2024-12-31 13F ELI LILLY COM 532457108 87 5 6.10 67 -6.94 0.0175
2024-10-21 2024-09-30 13F ELI LILLY COM 532457108 82 0 0.00 73 -2.70 0.0201
2024-07-31 2024-06-30 13F ELI LILLY COM 532457108 82 0 0.00 74 17.46 0.0212
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 82 0 0.00 64 34.04 0.0195
2024-01-18 2023-12-31 13F ELI LILLY COM 532457108 82 0 0.00 48 0.0159
2023-11-06 2023-09-30 13F ELI LILLY COM 532457108 82 0 0.00 0 0.0161
2023-08-08 2023-06-30 13F ELI LILLY COM 532457108 82 0 0.00 0 0.0136
2023-05-10 2023-03-31 13F ELI LILLY COM 532457108 82 0 0.00 0 0.0109
2023-01-26 2022-12-31 13F ELI LILLY COM 532457108 82 0 0.00 0 -100.00 0.0128
2022-10-31 2022-09-30 13F ELI LILLY COM 532457108 82 0 0.00 27 0.00 0.0116
2022-08-12 2022-06-30 13F ELI LILLY COM 532457108 82 0 0.00 27 17.39 0.0110
2022-04-26 2022-03-31 13F ELI LILLY COM 532457108 82 0 0.00 23 0.00 0.0080
2022-02-04 2021-12-31 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 23 21.05 0.0076
2021-11-10 2021-09-30 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 19 0.00 0.0066
2021-08-05 2021-06-30 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 19 26.67 0.0068
2021-05-03 2021-03-31 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 15 7.14 0.0060
2021-02-09 2020-12-31 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 14 16.67 0.0058
2020-11-04 2020-09-30 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 12 -7.69 0.0051
2020-08-12 2020-06-30 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 13 18.18 0.0062
2020-05-13 2020-03-31 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 11 0.00 0.0055
2020-02-12 2019-12-31 13F ELI LILLY AND COMPANY COM COM 532457108 82 0 0.00 11 22.22 0.0052
2019-11-13 2019-09-30 13F ELI LILLY AND COMPANY COM COM 532457108 82 -87 -51.48 9 -52.63 0.0047
2019-08-07 2019-06-30 13F ELI LILLY AND COMPANY COM COM 532457108 169 4 2.42 19 -9.52 0.0099
2019-05-13 2019-03-31 13F ELI LILLY AND COMPANY COM COM 532457108 165 0 0.00 21 10.53 0.0116
2019-02-05 2018-12-31 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 19 5.56 0.0106
2018-11-13 2018-09-30 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 18 28.57 0.0090
2018-08-13 2018-06-30 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 14 7.69 0.0075
2018-05-11 2018-03-31 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 13 -7.14 0.0076
2018-02-13 2017-12-31 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 14 0.00 0.0084
2017-11-13 2017-09-30 13F ELI LILLY & CO COM COM 532457108 165 0 0.00 14 0.00 0.0091
2017-08-07 2017-06-30 13F Eli Lilly COM 532457108 165 0 0.00 14 0.00 0.0088
2017-05-01 2017-03-31 13F ELI LILLY & CO COM COM 532457108 165 -16 -8.84 14 7.69 0.0089
2017-01-19 2016-12-31 13F ELI LILLY & CO COM COM 532457108 181 -88 -32.71 13 -40.91 0.0089
2016-11-02 2016-09-30 13F ELI LILLY & CO COM COM 532457108 269 -38 -12.38 22 -8.33 0.0179
2016-08-10 2016-06-30 13F ELI LILLY & CO COM COM 532457108 307 151 96.79 24 118.18 0.0291
2016-05-12 2016-03-31 13F ELI LILLY & CO COM COM 532457108 156 -117 -42.86 11 -52.17 0.0177
2016-01-22 2015-12-31 13F ELI LILLY & CO COM COM 532457108 273 40 17.17 23 15.00 0.0261
2015-11-13 2015-09-30 13F ELI LILLY & CO COM COM 532457108 233 -32,793 -99.29 20 -99.27 0.0292
2015-08-11 2015-06-30 13F ELI LILLY & CO COM COM 532457108 33,026 -13,618 -29.20 2,757 -18.65 1.5069
2015-05-14 2015-03-31 13F ELI LILLY & CO COM COM 532457108 46,644 -18,525 -28.43 3,389 -24.62 1.9740
2015-02-11 2014-12-31 13F ELI LILLY & CO COM COM 532457108 65,169 55,334 562.62 4,496 604.70 2.4480
2014-11-14 2014-09-30 13F Eli Lilly COM 532457108 9,835 9,835 638 0.4092
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.