엘리 릴리 앤 컴퍼니
AT ˙ WBAG ˙ US5324571083
€981.00 ↑47.20 (5.05%)
2026-06-04
주가
SecurityAT:LLYC / Eli Lilly and Company
InstitutionTowerpoint Wealth, LLC
Latest Disclosed Ownership4,282 shares
Latest Disclosed Value $ 3,938,488
Towerpoint Wealth, LLC reports 0.02% decrease in ownership of LLYC / Eli Lilly and Company

On April 8, 2026 - Towerpoint Wealth, LLC filed a 13F-HR form disclosing ownership of 4,282 shares of Eli Lilly and Company (AT:LLYC) valued at $3,389,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 4,283 shares of Eli Lilly and Company. This represents a change in shares of -0.02% during the quarter. The current value of the position is $4,200,642 USD.

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)
2026-04-08 2026-03-31 13F ELI LILLY COM 532457108 4,282 -1 -0.02 3,938 -14.43 1.5894
2026-01-15 2025-12-31 13F ELI LILLY COM 532457108 4,283 -9 -0.21 4,603 40.56 1.8226
2025-10-08 2025-09-30 13F ELI LILLY COM 532457108 4,292 26 0.61 3,275 -1.53 1.3399
2025-07-09 2025-06-30 13F ELI LILLY COM 532457108 4,266 3 0.07 3,325 -5.54 1.4738
2025-04-09 2025-03-31 13F ELI LILLY COM 532457108 4,263 -11 -0.26 3,521 6.70 1.7451
2025-01-15 2024-12-31 13F ELI LILLY COM 532457108 4,274 -1 -0.02 3,300 -12.89 1.6160
2024-10-09 2024-09-30 13F ELI LILLY COM 532457108 4,275 -3 -0.07 3,787 -2.22 1.7947
2024-07-12 2024-06-30 13F ELI LILLY COM 532457108 4,278 14 0.33 3,873 16.76 1.9333
2024-04-16 2024-03-31 13F ELI LILLY COM 532457108 4,264 38 0.90 3,317 34.67 1.6664
2024-01-23 2023-12-31 13F ELI LILLY COM 532457108 4,226 -11 -0.26 2,463 8.26 1.3428
2023-10-11 2023-09-30 13F ELI LILLY COM 532457108 4,237 -2 -0.05 2,276 14.44 1.3511
2023-07-20 2023-06-30 13F LILLY ELI COM 532457108 4,239 22 0.52 1,988 37.29 1.1201
2023-05-15 2023-03-31 13F LILLY ELI COM 532457108 4,217 -3,523 -45.52 1,448 -48.85 0.8291
2023-02-10 2022-12-31 13F LILLY ELI COM 532457108 7,740 31 0.40 2,832 13.56 1.6339
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 7,709 12 0.16 2,493 -0.12 1.5029
2022-08-08 2022-06-30 13F LILLY ELI COM 532457108 7,697 96 1.26 2,496 14.65 1.4912
2022-05-16 2022-03-31 13F LILLY ELI COM 532457108 7,601 -74 -0.96 2,177 2.69 1.0807
2022-02-04 2021-12-31 13F LILLY ELI COM 532457108 7,675 100 1.32 2,120 21.14 1.0031
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 7,575 -18 -0.24 1,750 0.40 0.8714
2021-07-27 2021-06-30 13F LILLY ELI COM 532457108 7,593 -96 -1.25 1,743 21.38 0.8659
2021-05-10 2021-03-31 13F LILLY ELI COM 532457108 7,689 4,056 111.64 1,436 134.26 0.6887
2021-02-10 2020-12-31 13F LILLY ELI COM 532457108 3,633 -79 -2.13 613 11.66 0.3066
2020-11-13 2020-09-30 13F LILLY ELI COM 532457108 3,712 96 2.65 549 -7.58 0.3051
2020-08-07 2020-06-30 13F LILLY ELI COM 532457108 3,616 26 0.72 594 19.28 0.3698
2020-05-08 2020-03-31 13F LILLY ELI COM 532457108 3,590 15 0.42 498 5.96 0.3944
2020-01-15 2019-12-31 13F LILLY ELI COM 532457108 3,575 0 0.00 470 17.50 0.3106
2019-11-05 2019-09-30 13F LILLY ELI COM 532457108 3,575 0 0.00 400 2.83 0.2717
2019-08-07 2019-06-30 13F LILLY ELI COM 532457108 3,575 0 0.00 389 -16.16 0.2727
2019-05-13 2019-03-31 13F LILLY ELI COM 532457108 3,575 3,575 464 0.3239
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.