禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionViawealth, Llc
Latest Disclosed Ownership611 shares
Latest Disclosed Value $ 562,245
Viawealth, Llc reports 14.21% increase in ownership of LLY / Eli Lilly and Company

On May 11, 2026 - Viawealth, Llc filed a 13F-HR form disclosing ownership of 611 shares of Eli Lilly and Company (MX:LLY) valued at $562,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 535 shares of Eli Lilly and Company. This represents a change in shares of 14.21% 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)
2026-05-11 2026-03-31 13F ELI LILLY COM 532457108 611 76 14.21 562 -2.26 0.3130
2026-02-10 2025-12-31 13F ELI LILLY COM 532457108 535 36 7.21 575 51.32 0.3235
2025-11-12 2025-09-30 13F ELI LILLY COM 532457108 499 -61 -10.89 381 -12.84 0.2080
2025-08-12 2025-06-30 13F ELI LILLY COM 532457108 560 -10 -1.75 437 -7.23 0.2581
2025-05-07 2025-03-31 13F ELI LILLY COM 532457108 570 44 8.37 471 16.05 0.2906
2025-02-11 2024-12-31 13F ELI LILLY COM 532457108 526 -8 -1.50 406 -14.19 0.2451
2024-11-13 2024-09-30 13F ELI LILLY COM 532457108 534 41 8.32 473 5.83 0.2756
2024-08-12 2024-06-30 13F ELI LILLY COM 532457108 493 -17 -3.33 446 12.63 0.2768
2024-05-10 2024-03-31 13F ELI LILLY COM 532457108 510 18 3.66 397 38.46 0.2479
2024-02-12 2023-12-31 13F ELI LILLY COM 532457108 492 -26 -5.02 287 3.25 0.1970
2023-11-13 2023-09-30 13F ELI LILLY COM 532457108 518 -87 -14.38 278 -2.12 0.2041
2023-08-10 2023-06-30 13F LILLY ELI COM 532457108 605 0 0.00 284 36.71 0.2118
2023-05-12 2023-03-31 13F LILLY ELI COM 532457108 605 0 0.00 208 -1.90 0.1647
2023-02-13 2022-12-31 13F LILLY ELI COM 532457108 605 605 212 0.1741
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.