RWA
LLY icon

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
Q1 		$626K Buy
+680
New +$689K 0.16% 76

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Roberts Wealth Advisors's LLY Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in Eli Lilly (LLY) in Q1 2026: 680 shares worth $626K. The stake represents 0.16% of the portfolio and ranks #76 among its holdings.

4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Roberts Wealth Advisors held 680 shares of Eli Lilly worth $626K as of Q1 2026.
  • Eli Lilly was a new Roberts Wealth Advisors position in Q1 2026.
  • Eli Lilly made up 0.16% of Roberts Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.