禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership7,340 shares
Latest Disclosed Value $ 6,751,112
Aft, Forsyth & Company, Inc. reports 0.27% decrease in ownership of LLY / Eli Lilly and Company

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 7,340 shares of Eli Lilly and Company (MX:LLY) valued at $6,751,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,360 shares of Eli Lilly and Company. This represents a change in shares of -0.27% 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)
2026-05-14 2026-03-31 13F ELI LILLY COM 532457108 7,340 -20 -0.27 6,751 -14.64 3.1781
2026-02-13 2025-12-31 13F ELI LILLY COM 532457108 7,360 -5 -0.07 7,910 40.75 3.4130
2025-11-07 2025-09-30 13F ELI LILLY COM 532457108 7,365 -35 -0.47 5,619 -2.58 2.6919
2025-08-14 2025-06-30 13F ELI LILLY COM 532457108 7,400 -25 -0.34 5,769 -5.94 2.9550
2025-05-12 2025-03-31 13F ELI LILLY COM 532457108 7,425 -125 -1.66 6,132 5.22 3.3034
2025-01-29 2024-12-31 13F ELI LILLY COM 532457108 7,550 -30 -0.40 5,829 -13.21 2.8582
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 7,580 550 7.82 6,715 5.52 3.3108
2024-08-13 2024-06-30 13F ELI LILLY COM 532457108 7,030 590 9.16 6,365 27.03 3.1205
2024-04-30 2024-03-31 13F LILLY ELI COM 532457108 6,440 -590 -8.39 5,010 22.28 2.8547
2024-02-09 2023-12-31 13F LILLY ELI COM 532457108 7,030 165 2.40 4,098 11.12 2.5785
2023-11-07 2023-09-30 13F LILLY ELI COM 532457108 6,865 190 2.85 3,687 17.80 2.7024
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 6,675 -170 -2.48 3,130 33.19 2.2194
2023-05-02 2023-03-31 13F LILLY ELI COM 532457108 6,845 -17 -0.25 2,351 -6.37 1.8155
2023-02-13 2022-12-31 13F LILLY ELI COM 532457108 6,862 -303 -4.23 2,510 8.33 2.1414
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 7,165 45 0.63 2,317 0.35 2.0678
2022-07-28 2022-06-30 13F LILLY ELI COM 532457108 7,120 245 3.56 2,309 17.27 1.8633
2022-05-10 2022-03-31 13F LILLY ELI COM 532457108 6,875 0 0.00 1,969 3.69 1.2542
2022-02-07 2021-12-31 13F LILLY ELI COM 532457108 6,875 -280 -3.91 1,899 14.88 0.9744
2021-11-08 2021-09-30 13F LILLY ELI COM 532457108 7,155 110 1.56 1,653 2.23 0.8881
2021-07-15 2021-06-30 13F LILLY ELI COM 532457108 7,045 295 4.37 1,617 28.23 0.8635
2021-05-04 2021-03-31 13F LILLY ELI COM 532457108 6,750 55 0.82 1,261 11.59 0.7561
2021-02-09 2020-12-31 13F LILLY ELI COM 532457108 6,695 50 0.75 1,130 14.84 0.7068
2020-11-05 2020-09-30 13F LILLY ELI COM 532457108 6,645 -335 -4.80 984 -14.14 0.7321
2020-08-06 2020-06-30 13F LILLY ELI COM 532457108 6,980 271 4.04 1,146 23.23 0.9664
2020-05-11 2020-03-31 13F LILLY ELI COM 532457108 6,709 -1,200 -15.17 931 -10.49 0.9360
2020-02-10 2019-12-31 13F LILLY ELI COM 532457108 7,909 0 0.00 1,039 17.53 0.7930
2019-11-12 2019-09-30 13F LILLY ELI COM 532457108 7,909 230 3.00 884 3.88 0.7302
2019-07-29 2019-06-30 13F LILLY ELI COM 532457108 7,679 -375 -4.66 851 -18.56 0.7010
2019-05-08 2019-03-31 13F LILLY ELI COM 532457108 8,054 820 11.34 1,045 24.85 0.9052
2019-02-05 2018-12-31 13F Eli Lilly and COM 532457108 7,234 232 3.31 837 11.45 0.8333
2018-10-26 2018-09-30 13F LILLY ELI COM 532457108 7,002 0 0.00 751 25.80 0.6228
2018-08-14 2018-06-30 13F Eli Lilly and COM 532457108 7,002 187 2.74 597 13.28 0.5237
2018-05-14 2018-03-31 13F Eli Lilly and COM 532457108 6,815 -200 -2.85 527 -10.98 0.4919
2018-02-12 2017-12-31 13F Eli Lilly and COM 532457108 7,015 4,465 175.10 592 362.50 0.5794
2013-11-08 2013-09-30 13F Eli Lilly and COM 532457108 2,550 600 30.77 128 33.33 0.1660
2013-08-12 2013-06-30 13F Eli Lilly and COM 532457108 1,950 1,950 96 0.1372
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.