Cwm, Llc reports 4.53% increase in ownership of LLY / Eli Lilly and Company

Eli Lilly and Company

US ˙ NYSE ˙ US5324571083

Security	LLY / Eli Lilly and Company
Institution	Cwm, Llc
Latest Disclosed Ownership	144,076 shares
Latest Disclosed Value	$ 132,517,163

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 144,076 shares of Eli Lilly and Company (US:LLY) valued at $132,516,783 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 137,831 shares of Eli Lilly and Company. This represents a change in shares of 4.53% during the quarter. The current value of the position is $155,426,307 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	ELI LILLY	COM	532457108	144,076	6,245	4.53	132,517	89,438.51	0.3445
2026-01-26	2025-12-31	13F	ELI LILLY	COM	532457108	137,831	39,276	39.85	148	97.33	0.4013
2025-10-15	2025-09-30	13F	ELI LILLY	COM	532457108	98,555	9,812	11.06	75	8.70	0.2262
2025-07-25	2025-06-30	13F	ELI LILLY	COM	532457108	88,743	-10,890	-10.93	69	-15.85	0.2439
2025-05-01	2025-03-31	13F	ELI LILLY	COM	532457108	99,633	4,915	5.19	82	12.33	0.3281
2025-02-04	2024-12-31	13F	ELI LILLY	COM	532457108	94,718	19,629	26.14	73	10.61	0.3035
2024-10-08	2024-09-30	13F	ELI LILLY	COM	532457108	75,089	2,389	3.29	67	1.54	0.2861
2024-07-10	2024-06-30	13F	ELI LILLY	COM	532457108	72,700	3,838	5.57	66	22.64	0.3103
2024-04-05	2024-03-31	13F	ELI LILLY	COM	532457108	68,862	5,041	7.90	54	43.24	0.2605
2024-02-01	2023-12-31	13F	ELI LILLY	COM	532457108	63,821	-48,011	-42.93	37	-38.33	0.2000
2023-10-11	2023-09-30	13F	ELI LILLY	COM	532457108	111,832	-33,938	-23.28	60	-11.76	0.3681
2023-08-03	2023-06-30	13F	LILLY ELI	COM	532457108	145,770	-13,380	-8.41	68	25.93	0.4225
2023-05-01	2023-03-31	13F	LILLY ELI	COM	532457108	159,150	-19,504	-10.92	55	-16.92	0.3693
2023-02-01	2022-12-31	13F	LILLY ELI	COM	532457108	178,654	-19,943	-10.04	65	-99.90	0.4814
2022-10-27	2022-09-30	13F	LILLY ELI	COM	532457108	198,597	-6,484	-3.16	64,216	-3.42	0.5101
2022-07-28	2022-06-30	13F	LILLY ELI	COM	532457108	205,081	-12,230	-5.63	66,493	6.85	0.5151
2022-04-21	2022-03-31	13F	LILLY ELI	COM	532457108	217,311	67,588	45.14	62,231	50.47	0.4414
2022-01-31	2021-12-31	13F	LILLY ELI	COM	532457108	149,723	-12,111	-7.48	41,357	11.34	0.2912
2021-09-15	2021-06-30	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2021-07-29	2021-06-30	13F	LILLY ELI	COM	532457108	161,834	0		37,144		0.2960
2021-09-15	2021-03-31	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2021-04-27	2021-03-31	13F	LILLY ELI	COM	532457108	161,873	39		30,241		0.2660
2021-09-15	2020-12-31	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2021-01-27	2020-12-31	13F	LILLY ELI	COM	532457108	181,958	20,124		30,722		0.2879
2021-09-15	2020-09-30	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2020-10-19	2020-09-30	13F	LILLY ELI	COM	532457108	180,695	18,861		26,747		0.2974
2021-09-15	2020-06-30	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2020-07-22	2020-06-30	13F	LILLY ELI	COM	532457108	199,238	37,404		32,711		0.3880
2021-09-15	2020-03-31	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2020-04-28	2020-03-31	13F	LILLY ELI	COM	532457108	235,269	73,435		32,637		0.4859
2021-09-14	2019-12-31	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2020-01-27	2019-12-31	13F	LILLY ELI	COM	532457108	226,369	64,535		29,752		0.3801
2021-09-14	2019-09-30	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2019-10-22	2019-09-30	13F	LILLY ELI	COM	532457108	180,579	18,745		20,194		0.2940
2021-09-14	2019-06-30	13F/A-1	LILLY ELI	COM	532457108	161,834	0	0.00	37,144	0.00	0.2960
2019-07-31	2019-06-30	13F	LILLY ELI	COM	532457108	123,387	-38,447		13,670		0.2261
2021-09-02	2019-03-31	13F/A-1	LILLY ELI	COM	532457108	161,834	126,805	362.00	37,144	816.23	0.2960
2019-04-22	2019-03-31	13F	LILLY ELI	COM	532457108	73,040	38,011		9,478		0.1901
2019-01-25	2018-12-31	13F	LILLY ELI	COM	532457108	35,029	26,955	333.85	4,054	368.13	0.1012
2018-10-29	2018-09-30	13F	LILLY ELI	COM	532457108	8,074	6,904	590.09	866	766.00	0.0221
2018-07-31	2018-06-30	13F	LILLY ELI	COM	532457108	1,170	51	4.56	100	14.94	0.0033
2018-04-26	2018-03-31	13F	LILLY ELI	COM	532457108	1,119	-129	-10.34	87	-17.14	0.0035
2018-01-16	2017-12-31	13F	LILLY ELI	COM	532457108	1,248	36	2.97	105	0.96	0.0047
2017-10-16	2017-09-30	13F	LILLY ELI	COM	532457108	1,212	293	31.88	104	36.84	0.0049
2017-07-17	2017-06-30	13F	LILLY ELI	COM	532457108	919	-160	-14.83	76	-16.48	0.0039
2017-04-17	2017-03-31	13F	LILLY ELI	COM	532457108	1,079	186	20.83	91	37.88	0.0051
2017-01-19	2016-12-31	13F	LILLY ELI	COM	532457108	893	-103	-10.34	66	-17.50	0.0040
2016-10-17	2016-09-30	13F	LILLY ELI	COM	532457108	996	630	172.13	80	175.86	0.0055
2016-07-21	2016-06-30	13F	LILLY ELI	COM	532457108	366	0	0.00	29	11.54	0.0021
2016-04-18	2016-03-31	13F	LILLY ELI	COM	532457108	366	201	121.82	26	188.89	0.0023
2014-02-14	2013-12-31	13F	LILLY ELI	COM	532457108	165	65	65.00	9	80.00	0.0014
2013-11-14	2013-09-30	13F	LILLY ELI	COM	532457108	100	100		5		0.0013

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.