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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership5,213 shares
Latest Disclosed Value $ 4,794,459
Cornerstone Wealth Management, LLC reports 2.34% decrease in ownership of LLY / Eli Lilly and Company

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,213 shares of Eli Lilly and Company (MX:LLY) valued at $4,794,459 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,338 shares of Eli Lilly and Company. This represents a change in shares of -2.34% 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)
2026-04-23 2026-03-31 13F ELI LILLY COM 532457108 5,213 -125 -2.34 4,794 -16.44 0.2398
2026-02-05 2025-12-31 13F ELI LILLY COM 532457108 5,338 -10 -0.19 5,737 40.61 0.2984
2025-11-04 2025-09-30 13F ELI LILLY COM 532457108 5,348 1,009 23.25 4,080 20.64 0.2253
2025-08-12 2025-06-30 13F ELI LILLY COM 532457108 4,339 197 4.76 3,383 -1.11 0.2054
2025-04-18 2025-03-31 13F ELI LILLY COM 532457108 4,142 319 8.34 3,421 15.89 0.2315
2025-01-21 2024-12-31 13F ELI LILLY COM 532457108 3,823 405 11.85 2,952 -2.54 0.1993
2024-10-16 2024-09-30 13F ELI LILLY COM 532457108 3,418 1,531 81.13 3,028 77.28 0.2132
2024-07-16 2024-06-30 13F ELI LILLY COM 532457108 1,887 294 18.46 1,708 37.85 0.1314
2024-04-19 2024-03-31 13F ELI LILLY COM 532457108 1,593 -241 -13.14 1,239 15.90 0.1003
2024-01-10 2023-12-31 13F ELI LILLY COM 532457108 1,834 56 3.15 1,069 11.94 0.0920
2023-11-07 2023-09-30 13F ELI LILLY COM 532457108 1,778 31 1.77 955 16.61 0.0902
2023-07-14 2023-06-30 13F LILLY ELI COM 532457108 1,747 -480 -21.55 819 7.20 0.0732
2023-05-15 2023-03-31 13F LILLY ELI COM 532457108 2,227 -95 -4.09 765 1.73 0.0751
2022-10-14 2022-09-30 13F LILLY ELI COM 532457108 2,322 186 8.71 751 8.37 0.0836
2022-08-04 2022-06-30 13F LILLY ELI COM 532457108 2,136 -252 -10.55 693 1.32 0.0768
2022-04-21 2022-03-31 13F LILLY ELI COM 532457108 2,388 -89 -3.59 684 -0.15 0.0665
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 2,477 290 13.26 685 35.64 0.0653
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 2,187 -101 -4.41 505 -3.81 0.0537
2021-08-09 2021-06-30 13F LILLY ELI COM 532457108 2,288 67 3.02 525 26.51 0.0553
2021-04-30 2021-03-31 13F LILLY ELI COM 532457108 2,221 203 10.06 415 21.70 0.0491
2021-01-29 2020-12-31 13F LILLY ELI COM 532457108 2,018 147 7.86 341 23.10 0.0428
2020-10-13 2020-09-30 13F LILLY ELI COM 532457108 1,871 -147 -7.28 277 -16.31 0.0411
2020-07-16 2020-06-30 13F LILLY ELI COM 532457108 2,018 37 1.87 331 20.36 0.0535
2020-05-13 2020-03-31 13F LILLY ELI COM 532457108 1,981 1 0.05 275 5.77 0.0530
2020-02-20 2019-12-31 13F LILLY ELI COM 532457108 1,980 -493 -19.94 260 -6.14 0.0421
2019-10-28 2019-09-30 13F LILLY ELI COM 532457108 2,473 2 0.08 277 1.09 0.0489
2019-08-02 2019-06-30 13F LILLY ELI COM 532457108 2,471 124 5.28 274 -57.32 0.0492
2019-05-13 2019-03-31 13F LILLY ELI COM 532457108 2,347 139 6.30 642 151.76 0.0780
2019-02-13 2018-12-31 13F LILLY ELI COM 532457108 2,208 -332,774 -99.34 255 -93.37 0.0545
2018-10-19 2018-09-30 13F LILLY ELI COM 532457108 334,982 105,365 45.89 3,848 43.85 0.0484
2018-07-20 2018-06-30 13F LILLY ELI COM 532457108 229,617 226,814 8,091.83 2,675 1,167.77 0.0302
2018-04-24 2018-03-31 13F LILLY ELI COM 532457108 2,803 37 1.34 211 -11.34 0.0403
2018-02-09 2017-12-31 13F LILLY ELI COM 532457108 2,766 -1,082 -28.12 238 -29.38 0.0447
2017-11-14 2017-09-30 13F LILLY ELI COM 532457108 3,848 -590 -13.29 337 -6.91 0.0698
2017-08-11 2017-06-30 13F LILLY ELI COM 532457108 4,438 56 1.28 362 -3.72 0.0812
2017-05-11 2017-03-31 13F LILLY ELI COM 532457108 4,382 -174 -3.82 376 10.59 0.0930
2017-02-14 2016-12-31 13F LILLY ELI COM 532457108 4,556 602 15.23 340 6.25 0.1090
2016-10-31 2016-09-30 13F LILLY ELI COM 532457108 3,954 3,954 320 0.1181
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.