Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership75 shares
Latest Disclosed Value $ 68,983
Acima Private Wealth, Llc ownership in LLY / Eli Lilly and Company

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 75 shares of Eli Lilly and Company (US:LLY) valued at $68,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 75 shares of Eli Lilly and Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $80,908 USD.

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)
2026-04-06 2026-03-31 13F ELI LILLY & CO COM Stock 532457108 75 0 0.00 69 -15.00 0.0217
2026-01-15 2025-12-31 13F ELI LILLY & CO COM Stock 532457108 75 0 0.00 81 40.35 0.0250
2025-11-10 2025-09-30 13F ELI LILLY & CO COM Stock 532457108 75 0 0.00 57 -1.72 0.0179
2025-07-24 2025-06-30 13F ELI LILLY & CO COM Stock 532457108 75 -188 -71.48 58 -73.27 0.0199
2025-05-09 2025-03-31 13F ELI LILLY & CO COM Stock 532457108 263 0 0.00 217 6.90 0.0779
2025-02-05 2024-12-31 13F ELI LILLY & CO COM Stock 532457108 263 0 0.00 203 -12.88 0.0683
2024-11-12 2024-09-30 13F ELI LILLY & CO COM Stock 532457108 263 -94 -26.33 233 -27.86 0.0781
2024-07-30 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 357 -69 -16.20 323 -2.42 0.1188
2024-05-14 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 426 -3 -0.70 331 32.40 0.1222
2024-02-29 2023-12-31 13F ELI LILLY & CO COM Stock 532457108 429 -219 -33.80 250 -28.16 0.0976
2024-02-29 2023-09-30 13F ELI LILLY & CO COM Stock 532457108 648 0 0.00 348 14.85 0.1548
2024-02-29 2023-06-30 13F ELI LILLY & CO COM Stock 532457108 648 0 0.00 304 36.49 0.1454
2024-02-29 2023-03-31 13F ELI LILLY & CO COM Stock 532457108 648 34 5.54 223 -0.89 0.1093
2024-02-29 2022-12-31 13F ELI LILLY & CO COM Stock 532457108 614 0 0.00 225 13.13 0.1152
2024-02-29 2022-09-30 13F ELI LILLY & CO COM Stock 532457108 614 0 0.00 199 -0.50 0.1020
2024-02-29 2022-06-30 13F ELI LILLY & CO COM Stock 532457108 614 -52 -7.81 199 4.19 0.0994
2022-05-02 2022-03-31 13F LILLY ELI & CO COM Stock 532457108 666 -136 -16.96 191 -13.96 0.0882
2022-03-10 2021-12-31 13F LILLY ELI & CO COM Stock 532457108 802 0 0.00 222 20.00 0.0955
2021-11-09 2021-09-30 13F LILLY ELI & CO COM Stock 532457108 802 -31 -3.72 185 -3.14 0.0850
2021-08-13 2021-06-30 13F LILLY ELI & CO COM Stock 532457108 833 -35 -4.03 191 17.90 0.0877
2021-05-14 2021-03-31 13F LILLY ELI & CO COM Stock 532457108 868 -445 -33.89 162 -27.03 0.0796
2021-05-14 2020-12-31 13F LILLY ELI & CO COM Stock 532457108 1,313 0 0.00 222 14.43 0.1150
2021-05-14 2020-09-30 13F LILLY ELI & CO COM Stock 532457108 1,313 0 0.00 194 -10.19 0.1170
2021-05-14 2020-06-30 13F LILLY ELI & CO COM Stock 532457108 1,313 0 0.00 216 18.68 0.1395
2020-05-01 2020-03-31 13F LILLY ELI & CO COM Stock 532457108 1,313 0 0.00 182 5.20 0.1402
2020-01-24 2019-12-31 13F LILLY ELI & CO COM Stock 532457108 1,313 573 77.43 173 110.98 0.1195
2019-10-30 2019-09-30 13F LILLY ELI & CO COM Stock 532457108 740 100 15.62 82 15.49 0.0627
2019-07-23 2019-06-30 13F LILLY ELI & CO COM Stock 532457108 640 0 0.00 71 -14.46 0.0560
2019-05-06 2019-03-31 13F LILLY ELI & CO COM Stock 532457108 640 355 124.56 83 151.52 0.0710
2019-02-07 2018-12-31 13F LILLY ELI & CO COM Stock 532457108 285 285 33 0.0323
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.