Historical position

Bill Gates’s Eli Lilly (LLY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gates Foundation TrustVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2003Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares938.00KHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Gates Foundation Trust first reported Eli Lilly in Q4 2003. Verified positive position history runs through Q4 2008. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2008
No change938.00K shares reported
Filing context

Quarter-end price $40.27 · Estimated holding basis $55.88

Q1 2006
New position+938.00K shares · 938.00K shares reported
Filing context

Quarter-end price $55.30 · Estimated holding basis $56.59

Q2 2005
Sold the entire position−938.00K shares · No shares reported at quarter-end

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Eli Lilly in Gates Foundation Trust’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.4%Q4 2008
Last reported rank#25of 41 reported positions
Peak portfolio weight1.9%Q4 2003
Best historical rank#16Q4 2003
At peak importanceQ4 2003
LLY
1.9%
Largest holding
22.3%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1,115.702026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$40.27Q4 2008

Derived from validated reported value and shares where supported.

Estimated holding basis$55.88Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Eli Lilly stock page →

This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.