Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership19,092 shares
Latest Disclosed Value $ 17,560
Appleton Partners Inc/ma reports 5.28% increase in ownership of LLY / Eli Lilly and Company

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 19,092 shares of Eli Lilly and Company (MX:LLY) valued at $17,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 18,135 shares of Eli Lilly and Company. This represents a change in shares of 5.28% 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)
2026-04-28 2026-03-31 13F ELI LILLY & CO COM CS 532457108 19,092 957 5.28 18 -10.53 1.2249
2026-01-09 2025-12-31 13F ELI LILLY & CO COM CS 532457108 18,135 -69 -0.38 19 46.15 1.2838
2025-11-05 2025-09-30 13F ELI LILLY CS 532457108 18,204 13,579 293.60 14 333.33 0.9322
2025-07-22 2025-06-30 13F ELI LILLY CS 532457108 4,625 -62 -1.32 4 0.00 0.2551
2025-04-22 2025-03-31 13F ELI LILLY CS 532457108 4,687 -162 -3.34 4 0.00 0.2991
2025-01-28 2024-12-31 13F ELI LILLY CS 532457108 4,849 -39 -0.80 4 -25.00 0.2767
2024-10-01 2024-09-30 13F ELI LILLY CS 532457108 4,888 -58 -1.17 4 0.00 0.3186
2024-07-02 2024-06-30 13F ELI LILLY CS 532457108 4,946 -127 -2.50 4 33.33 0.3449
2024-04-01 2024-03-31 13F ELI LILLY CS 532457108 5,073 -296 -5.51 4 0.00 0.3063
2024-01-02 2023-12-31 13F ELI LILLY CS 532457108 5,369 -105 -1.92 3 50.00 0.2524
2023-10-03 2023-09-30 13F ELI LILLY CS 532457108 5,474 -522 -8.71 3 0.00 0.2613
2023-07-10 2023-06-30 13F ELI LILLY CS 532457108 5,996 -70 -1.15 3 0.00 0.2374
2023-04-10 2023-03-31 13F ELI LILLY CS 532457108 6,066 -151 -2.43 2 0.00 0.1853
2023-01-19 2022-12-31 13F ELI LILLY CS 532457108 6,217 -301 -4.62 2 -99.91 0.2154
2022-10-27 2022-09-30 13F ELI LILLY CS 532457108 6,518 -100 -1.51 2,108 -1.77 0.2109
2022-07-08 2022-06-30 13F ELI LILLY CS 532457108 6,618 127 1.96 2,146 15.44 0.2029
2022-04-05 2022-03-31 13F ELI LILLY CS 532457108 6,491 -145 -2.19 1,859 1.42 0.1520
2022-02-03 2021-12-31 13F ELI LILLY CS 532457108 6,636 -75 -1.12 1,833 18.18 0.1380
2021-10-14 2021-09-30 13F ELI LILLY CS 532457108 6,711 -235 -3.38 1,551 -2.70 0.1292
2021-07-07 2021-06-30 13F ELI LILLY CS 532457108 6,946 720 11.56 1,594 37.06 0.1357
2021-04-19 2021-03-31 13F LILLY ELI & CO COM CS 532457108 6,226 -10 -0.16 1,163 10.45 0.1081
2021-01-19 2020-12-31 13F LILLY ELI & CO COM CS 532457108 6,236 160 2.63 1,053 17.13 0.1037
2020-10-14 2020-09-30 13F LILLY ELI & CO COM COM 532457108 6,076 -150 -2.41 899 -12.04 0.0993
2020-08-14 2020-06-30 13F LILLY ELI & CO COM COM 532457108 6,226 -200 -3.11 1,022 14.70 0.1224
2020-05-04 2020-03-31 13F LILLY ELI & CO COM COM 532457108 6,426 1,620 33.71 891 40.98 0.1235
2020-01-13 2019-12-31 13F LILLY ELI & CO COM COM 532457108 4,806 -518 -9.73 632 6.22 0.0694
2019-11-04 2019-09-30 13F LILLY ELI & CO COM COM 532457108 5,324 0 0.00 595 0.85 0.0718
2019-07-25 2019-06-30 13F LILLY ELI & CO COM COM 532457108 5,324 230 4.52 590 -10.74 0.0729
2019-04-17 2019-03-31 13F LILLY ELI & CO COM COM 532457108 5,094 -145 -2.77 661 9.08 0.0876
2019-01-17 2018-12-31 13F LILLY ELI & CO COM COM 532457108 5,239 -397 -7.04 606 0.17 0.0907
2018-10-09 2018-09-30 13F LILLY ELI & CO COM COM 532457108 5,636 -447 -7.35 605 16.57 0.0806
2018-08-08 2018-06-30 13F LILLY ELI & CO COM COM 532457108 6,083 -878 -12.61 519 -3.71 0.0743
2018-04-11 2018-03-31 13F LILLY ELI & CO COM COM 532457108 6,961 65 0.94 539 -7.39 0.0818
2018-01-12 2017-12-31 13F LILLY ELI & CO COM COM 532457108 6,896 135 2.00 582 0.69 0.0903
2017-10-12 2017-09-30 13F LILLY ELI & CO COM COM 532457108 6,761 -240 -3.43 578 0.35 0.0974
2017-07-11 2017-06-30 13F LILLY ELI & CO COM COM 532457108 7,001 325 4.87 576 2.49 0.0968
2017-05-01 2017-03-31 13F LILLY ELI & CO COM COM 532457108 6,676 -1,575 -19.09 562 -7.41 0.1034
2017-02-13 2016-12-31 13F LILLY ELI & CO COM COM 532457108 8,251 -651 -7.31 607 -14.99 0.1227
2016-11-03 2016-09-30 13F LILLY ELI & CO COM COM 532457108 8,902 -1,053 -10.58 714 -8.93 0.1345
2016-08-03 2016-06-30 13F LILLY ELI & CO COM COM 532457108 9,955 -520 -4.96 784 3.98 0.1602
2016-04-21 2016-03-31 13F LILLY ELI & CO COM COM 532457108 10,475 2,205 26.66 754 8.18 0.1490
2016-01-22 2015-12-31 13F LILLY ELI & CO COM COM 532457108 8,270 1,785 27.53 697 28.36 0.1375
2015-10-15 2015-09-30 13F LILLY ELI & CO COM COM 532457108 6,485 1,166 21.92 543 22.30 0.1234
2015-07-15 2015-06-30 13F LILLY ELI & CO COM COM 532457108 5,319 515 10.72 444 27.22 0.0995
2015-04-30 2015-03-31 13F LILLY ELI & CO COM COM 532457108 4,804 4,804 349 0.0787
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.