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Bridgewater Associates’s Eli Lilly LLY Stock Holding History

Bridgewater Associates’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
Q1 		$65.1M Sell
70,812
-2,480
-3% -$2.51M 0.29% 62
2025
Q4 		$78.8M Buy
73,292
+62,851
+602% +$60.1M 0.29% 55
2025
Q3 		$7.97M Buy
+10,441
New +$7.77M 0.03% 377
2025
Q2 		– Sell
-2,746
Closed -$2.27M – 676
2025
Q1 		$2.27M Sell
2,746
-81,610
-97% -$67.9M 0.01% 438
2024
Q4 		$65.1M Buy
84,356
+11,085
+15% +$9.18M 0.3% 63
2024
Q3 		$64.9M Sell
73,271
-22,466
-23% -$20.2M 0.37% 53
2024
Q2 		$86.7M Sell
95,737
-184,649
-66% -$148M 0.45% 44
2024
Q1 		$218M Sell
280,386
-37,200
-12% -$26.5M 1.1% 18
2023
Q4 		$185M Buy
317,586
+255,619
+413% +$149M 1.04% 20
2023
Q3 		$33.3M Sell
61,967
-51,918
-46% -$26.8M 0.2% 90
2023
Q2 		$53.4M Sell
113,885
-145,381
-56% -$61M 0.33% 65
2023
Q1 		$89M Buy
259,266
+28,528
+12% +$9.62M 0.54% 41
2022
Q4 		$84.4M Sell
230,738
-58,115
-20% -$20.6M 0.46% 43
2022
Q3 		$93.4M Buy
288,853
+84,028
+41% +$26.6M 0.47% 44
2022
Q2 		$66.4M Sell
204,825
-42,521
-17% -$12.8M 0.28% 71
2022
Q1 		$70.8M Buy
247,346
+124,227
+101% +$32M 0.29% 65
2021
Q4 		$34M Buy
123,119
+76,737
+165% +$19.5M 0.2% 94
2021
Q3 		$10.7M Buy
46,382
+20,316
+78% +$5.01M 0.06% 196
2021
Q2 		$5.98M Buy
+26,066
New +$5.24M 0.04% 300
2020
Q2 		– Sell
-28,770
Closed -$3.99M – 459
2020
Q1 		$3.99M Buy
+28,770
New +$3.95M 0.08% 76
2019
Q4 		– Sell
-8,135
Closed -$910K – 538
2019
Q3 		$910K Buy
+8,135
New +$906K 0.01% 230
2018
Q4 		– Sell
-135,421
Closed -$14.5M – 498
2018
Q3 		$14.5M Sell
135,421
-91,104
-40% -$9.11M 0.15% 56
2018
Q2 		$19.3M Buy
226,525
+727
+0.3% +$59.7K 0.19% 44
2018
Q1 		$17.5M Buy
225,798
+101,858
+82% +$8.2M 0.17% 40
2017
Q4 		$10.5M Buy
+123,940
New +$10.5M 0.09% 46
2017
Q3 		– Sell
-51,151
Closed -$4.21M – 349
2017
Q2 		$4.21M Buy
+51,151
New +$4.17M 0.04% 108
2017
Q1 		– Sell
-119,400
Closed -$8.78M – 284
2016
Q4 		$8.78M Buy
119,400
+99,519
+501% +$7.41M 0.08% 85
2016
Q3 		$1.6M Sell
19,881
-57,581
-74% -$4.61M 0.02% 200
2016
Q2 		$6.1M Buy
77,462
+2,340
+3% +$176K 0.08% 105
2016
Q1 		$5.41M Buy
75,122
+44,660
+147% +$3.38M 0.07% 116
2015
Q4 		$2.57M Buy
+30,462
New +$2.53M 0.03% 160
2015
Q1 		– Sell
-4,639
Closed -$320K – 371
2014
Q4 		$320K Buy
+4,639
New +$313K ﹤0.01% 280
2014
Q2 		– Sell
-31,439
Closed -$1.85M – 345
2014
Q1 		$1.85M Sell
31,439
-16,800
-35% -$938K 0.02% 187
2013
Q4 		$2.46M Buy
48,239
+29,200
+153% +$1.46M 0.02% 163
2013
Q3 		$958K Buy
+19,039
New +$997K 0.01% 211

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgewater Associates's LLY Position: Q1 2026 in Review

Bridgewater Associates reduced its Eli Lilly (LLY) stake by 3.4% in Q1 2026, selling an estimated $2.51M and leaving 70,812 shares worth $65.1M. The position accounts for 0.29% of the portfolio, ranked #62.

Bridgewater Associates first reported a position in LLY in Q3 2013 and has held it in 35 quarters since. The position peaked at $218M in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bridgewater Associates held 70,812 shares of Eli Lilly worth $65.1M as of Q1 2026.
  • Bridgewater Associates sold 2,480 Eli Lilly shares in Q1 2026, an estimated $2.51M.
  • Eli Lilly made up 0.29% of Bridgewater Associates's portfolio in Q1 2026, its #62 holding.
  • Bridgewater Associates first reported a position in Eli Lilly in Q3 2013 and has held it in 35 quarters since.
  • Bridgewater Associates's Eli Lilly position peaked at $218M in Q1 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.