Roberts Wealth Advisors
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Roberts Wealth Advisors’s Eli Lilly LLY Stock Holding History

Roberts Wealth 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
Q3 		$526K Sell
454
-1
-0.2% -$1.18K 0.12% 78
2026
Q2 		$546K Sell
455
-225
-33% -$230K 0.12% 82
2026
Q1 		$626K Buy
+680
New +$689K 0.16% 76

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Roberts Wealth Advisors's LLY Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.22% in Q3 2026, selling an estimated $1.18K and leaving 454 shares worth $526K. The position accounts for 0.12% of the portfolio, ranked #78.

Roberts Wealth Advisors first reported a position in LLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $626K in Q1 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Roberts Wealth Advisors held 454 shares of Eli Lilly worth $526K as of Q3 2026.
  • Roberts Wealth Advisors sold 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.12% of Roberts Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Roberts Wealth Advisors first reported a position in Eli Lilly in Q1 2026 and has held it in 3 quarters since.
  • Roberts Wealth Advisors's Eli Lilly position peaked at $626K in Q1 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.