禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership2,469 shares
Latest Disclosed Value $ 2,271,282
Abacus Planning Group, Inc. reports 4.86% decrease in ownership of LLY / Eli Lilly and Company

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 2,469 shares of Eli Lilly and Company (MX:LLY) valued at $2,271,282 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,595 shares of Eli Lilly and Company. This represents a change in shares of -4.86% 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)
2026-04-07 2026-03-31 13F ELI LILLY COM 532457108 2,469 -126 -4.86 2,271 -18.57 0.3057
2026-01-16 2025-12-31 13F ELI LILLY COM 532457108 2,595 116 4.68 2,789 47.49 0.3713
2025-10-22 2025-09-30 13F ELI LILLY COM 532457108 2,479 48 1.97 1,892 -0.21 0.2610
2025-07-21 2025-06-30 13F/A-1 ELI LILLY COM 532457108 2,431 -57 -2.29 1,895 -7.79 0.2818
2025-07-14 2025-06-30 13F ELI LILLY COM 532457108 390 -2,098 304 0.1027
2025-04-14 2025-03-31 13F ELI LILLY COM 532457108 2,488 79 3.28 2,055 10.54 0.3600
2025-02-03 2024-12-31 13F ELI LILLY COM 532457108 2,409 43 1.82 1,860 -11.31 0.3271
2024-10-02 2024-09-30 13F ELI LILLY COM 532457108 2,366 -107 -4.33 2,096 -6.39 0.3747
2024-07-31 2024-06-30 13F ELI LILLY COM 532457108 2,473 596 31.75 2,239 53.36 0.4343
2024-04-12 2024-03-31 13F ELI LILLY COM 532457108 1,877 -84 -4.28 1,460 27.73 0.2854
2024-01-19 2023-12-31 13F ELI LILLY COM 532457108 1,961 -20 -1.01 1,143 7.42 0.2410
2023-10-11 2023-09-30 13F ELI LILLY COM 532457108 1,981 89 4.70 1,064 19.95 0.2589
2023-07-07 2023-06-30 13F LILLY ELI COM 532457108 1,892 90 4.99 887 43.53 0.2147
2023-04-18 2023-03-31 13F LILLY ELI COM 532457108 1,802 -221 -10.92 619 -16.49 0.1595
2023-01-19 2022-12-31 13F LILLY ELI COM 532457108 2,023 221 12.26 740 26.93 0.2024
2022-10-19 2022-09-30 13F LILLY ELI COM 532457108 1,802 -25 -1.37 583 -1.52 0.1760
2022-07-18 2022-06-30 13F LILLY ELI COM 532457108 1,827 -125 -6.40 592 5.90 0.1744
2022-04-13 2022-03-31 13F LILLY ELI COM 532457108 1,952 -18 -0.91 559 2.76 0.1505
2022-01-18 2021-12-31 13F LILLY ELI COM 532457108 1,970 91 4.84 544 25.35 0.1453
2021-10-19 2021-09-30 13F LILLY ELI COM 532457108 1,879 143 8.24 434 9.05 0.1382
2021-07-20 2021-06-30 13F LILLY ELI COM 532457108 1,736 -34 -1.92 398 20.24 0.1215
2021-04-27 2021-03-31 13F LILLY ELI COM 532457108 1,770 195 12.38 331 24.44 0.1059
2021-02-01 2020-12-31 13F LILLY ELI COM 532457108 1,575 0 0.00 266 14.16 0.0821
2020-11-03 2020-09-30 13F LILLY ELI COM 532457108 1,575 0 0.00 233 -10.04 0.0850
2020-08-11 2020-06-30 13F LILLY ELI COM 532457108 1,575 0 0.00 259 18.81 0.1054
2020-04-30 2020-03-31 13F LILLY ELI COM 532457108 1,575 0 0.00 218 5.31 0.1071
2020-01-30 2019-12-31 13F LILLY ELI COM 532457108 1,575 1,575 207 0.0951
2019-08-12 2019-06-30 13F LILLY ELI COM 532457108 0 -1,575 -100.00 0 -100.00
2019-04-25 2019-03-31 13F LILLY ELI COM 532457108 1,575 -875 -35.71 204 -28.17 0.1275
2019-02-15 2018-12-31 13F/A-2 LILLY ELI COM 532457108 2,450 0 0.00 284 8.40 0.2153
2019-02-13 2018-12-31 13F/A-1 LILLY ELI COM 532457108 3,254 804 301 0.2282
2019-01-25 2018-12-31 13F KINDER MORGAN COM 532457108 2,450 0 284
2018-10-31 2018-09-30 13F LILLY ELI COM 532457108 2,450 2,450 262 0.1758
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.