Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership10,002 shares
Latest Disclosed Value $ 9,199,447
GM Advisory Group, Inc. reports 2.81% increase in ownership of LLY / Eli Lilly and Company

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 10,002 shares of Eli Lilly and Company (MX:LLY) valued at $9,199,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,729 shares of Eli Lilly and Company. This represents a change in shares of 2.81% 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 Com 532457108 10,002 273 2.81 9,199 -12.02 0.3402
2026-02-13 2025-12-31 13F Eli Lilly COM 532457108 9,729 -2,375 -19.62 10,456 13.22 0.4097
2025-11-19 2025-09-30 13F ELI LILLY COM 532457108 12,104 -626 -4.92 9,236 -6.93 0.3927
2025-08-13 2025-06-30 13F ELI LILLY COM 532457108 12,730 792 6.63 9,923 0.65 0.4905
2025-05-14 2025-03-31 13F ELI LILLY COM 532457108 11,938 552 4.85 9,859 12.16 0.5324
2025-02-11 2024-12-31 13F ELI LILLY COM 532457108 11,386 397 3.61 8,790 -9.71 0.4865
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 10,989 284 2.65 9,736 0.44 0.5835
2024-08-12 2024-06-30 13F ELI LILLY COM 532457108 10,705 89 0.84 9,692 17.36 0.6254
2024-05-09 2024-03-31 13F ELI LILLY COM 532457108 10,616 448 4.41 8,259 39.33 0.5791
2024-02-12 2023-12-31 13F ELI LILLY COM 532457108 10,168 -361 -3.43 5,927 4.81 0.4476
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 10,529 -440 -4.01 5,655 9.93 0.4621
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 10,969 -1,374 -11.13 5,144 21.38 0.4258
2023-05-12 2023-03-31 13F LILLY ELI COM 532457108 12,343 1,107 9.85 4,239 3.11 0.3860
2023-02-13 2022-12-31 13F LILLY ELI COM 532457108 11,236 0 0.00 4,111 13.13 0.4385
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 11,236 0 0.00 3,633 -0.27 0.4571
2022-08-15 2022-06-30 13F LILLY ELI COM 532457108 11,236 1,507 15.49 3,643 30.76 0.5682
2022-05-13 2022-03-31 13F LILLY ELI COM 532457108 9,729 -362 -3.59 2,786 -0.04 0.3314
2022-02-10 2021-12-31 13F LILLY ELI COM 532457108 10,091 244 2.48 2,787 22.51 0.2483
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 9,847 -550 -5.29 2,275 -4.65 0.2294
2021-08-16 2021-06-30 13F LILLY ELI COM 532457108 10,397 -948 -8.36 2,386 12.60 0.2448
2021-05-13 2021-03-31 13F LILLY ELI COM 532457108 11,345 -571 -4.79 2,119 5.32 0.2542
2021-02-12 2020-12-31 13F LILLY ELI COM 532457108 11,916 1,733 17.02 2,012 33.51 0.2695
2020-11-12 2020-09-30 13F LILLY ELI COM 532457108 10,183 0 0.00 1,507 -9.87 0.2305
2020-08-13 2020-06-30 13F LILLY ELI COM 532457108 10,183 -4,117 -28.79 1,672 -15.73 0.3092
2020-05-13 2020-03-31 13F LILLY ELI COM 532457108 14,300 14,300 1,984 0.5402
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.