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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionStrongBox Wealth, LLC
Latest Disclosed Ownership4,936 shares
Latest Disclosed Value $ 4,539,985
StrongBox Wealth, LLC reports 133.60% increase in ownership of LLY / Eli Lilly and Company

On May 8, 2026 - StrongBox Wealth, LLC filed a 13F-HR form disclosing ownership of 4,936 shares of Eli Lilly and Company (MX:LLY) valued at $4,539,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,113 shares of Eli Lilly and Company. This represents a change in shares of 133.60% 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)
2026-05-08 2026-03-31 13F ELI LILLY COM 532457108 4,936 2,823 133.60 4,540 99.96 1.4528
2026-01-21 2025-12-31 13F ELI LILLY COM 532457108 2,113 61 2.97 2,271 45.05 0.7463
2025-10-07 2025-09-30 13F ELI LILLY COM 532457108 2,052 66 3.32 1,566 1.10 0.5298
2025-07-09 2025-06-30 13F ELI LILLY COM 532457108 1,986 673 51.26 1,548 42.80 0.5875
2025-05-13 2025-03-31 13F ELI LILLY COM 532457108 1,313 32 2.50 1,084 9.72 0.4521
2025-01-14 2024-12-31 13F ELI LILLY COM 532457108 1,281 -58 -4.33 989 -16.69 0.4187
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 1,339 797 147.05 1,186 142.04 0.5083
2024-08-12 2024-06-30 13F ELI LILLY COM 532457108 542 35 6.90 491 24.37 0.2317
2024-05-14 2024-03-31 13F/A-1 ELI LILLY COM 532457108 507 -2 -0.39 394 33.11 0.2079
2024-04-26 2024-03-31 13F ELI LILLY COM 532457108 509 0 297 0.1731
2024-01-08 2023-12-31 13F ELI LILLY COM 532457108 509 18 3.67 297 12.55 0.1731
2023-10-10 2023-09-30 13F ELI LILLY COM 532457108 491 24 5.14 264 20.09 0.1679
2023-07-24 2023-06-30 13F LILLY ELI COM 532457108 467 -299 -39.03 219 -16.73 0.1382
2023-04-21 2023-03-31 13F LILLY ELI COM 532457108 766 766 263 0.1765
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.