BA
LLY icon

Bridgewater Advisors’s Eli Lilly LLY Stock Holding History

Bridgewater Advisors’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.47M Sell
3,983
-68
-2% -$69.5K 0.24% 54
2026
Q1 		$4.12M Buy
4,051
+110
+3% +$112K 0.24% 55
2025
Q4 		$4.25M Sell
3,941
-14
-0.4% -$13.4K 0.28% 52
2025
Q3 		$3.71M Buy
3,955
+11
+0.3% +$8.19K 0.26% 57
2025
Q2 		$3.01M Buy
3,944
+39
+1% +$30.3K 0.23% 59
2025
Q1 		$3.46M Buy
+3,905
New +$3.25M 0.3% 49
2022
Q3 		– Sell
-828
Closed -$268K – 180
2022
Q2 		$268K Sell
828
-52
-6% -$15.6K 0.06% 195
2022
Q1 		$252K Buy
880
+57
+7% +$14.7K 0.06% 208
2021
Q4 		$227K Buy
+823
New +$209K 0.05% 226

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Advisors's LLY Position: Q2 2026 in Review

Bridgewater Advisors reduced its Eli Lilly (LLY) stake by 1.7% in Q2 2026, selling an estimated $69.5K and leaving 3,983 shares worth $4.47M. The position accounts for 0.24% of the portfolio, ranked #54.

Bridgewater Advisors first reported a position in LLY in Q4 2021 and has held it in 9 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bridgewater Advisors held 3,983 shares of Eli Lilly worth $4.47M as of Q2 2026.
  • Bridgewater Advisors sold 68 Eli Lilly shares in Q2 2026, an estimated $69.5K.
  • Eli Lilly made up 0.24% of Bridgewater Advisors's portfolio in Q2 2026, its #54 holding.
  • Bridgewater Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 9 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.