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Robertson Stephens Wealth Management’s Eli Lilly LLY Stock Holding History

Robertson Stephens Wealth Management’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 		$17.3M Sell
14,384
-299
-2% -$305K 0.42% 40
2026
Q1 		$13.5M Sell
14,683
-61
-0.4% -$61.8K 0.38% 49
2025
Q4 		$15.8M Buy
14,744
+8,053
+120% +$7.7M 0.41% 45
2025
Q3 		$5.11M Sell
6,691
-562
-8% -$418K 0.15% 100
2025
Q2 		$5.65M Buy
7,253
+1,278
+21% +$993K 0.18% 94
2025
Q1 		$4.93M Buy
5,975
+484
+9% +$403K 0.17% 106
2024
Q4 		$4.24M Sell
5,491
-80
-1% -$66.2K 0.15% 125
2024
Q3 		$4.94M Buy
5,571
+69
+1% +$62K 0.18% 114
2024
Q2 		$4.98M Buy
5,502
+491
+10% +$393K 0.25% 74
2024
Q1 		$3.9M Buy
5,011
+866
+21% +$616K 0.21% 90
2023
Q4 		$2.42M Buy
4,145
+971
+31% +$567K 0.15% 125
2023
Q3 		$1.7M Buy
3,174
+594
+23% +$306K 0.12% 156
2023
Q2 		$1.21M Sell
2,580
-327
-11% -$137K 0.09% 173
2023
Q1 		$998K Buy
2,907
+380
+15% +$128K 0.08% 198
2022
Q4 		$924K Sell
2,527
-1,128
-31% -$400K 0.09% 184
2022
Q3 		$1.18M Sell
3,655
-400
-10% -$127K 0.12% 136
2022
Q2 		$1.31M Sell
4,055
-2,067
-34% -$620K 0.12% 137
2022
Q1 		$1.75M Buy
6,122
+1,741
+40% +$448K 0.15% 124
2021
Q4 		$1.21M Buy
4,381
+3,445
+368% +$873K 0.1% 164
2021
Q3 		$216K Buy
+936
New +$231K 0.02% 296

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

Robertson Stephens Wealth Management's LLY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Eli Lilly (LLY) stake by 2% in Q2 2026, selling an estimated $305K and leaving 14,384 shares worth $17.3M. The position accounts for 0.42% of the portfolio, ranked #40.

Robertson Stephens Wealth Management first reported a position in LLY in Q3 2021 and has held it in 20 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Robertson Stephens Wealth Management held 14,384 shares of Eli Lilly worth $17.3M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 299 Eli Lilly shares in Q2 2026, an estimated $305K.
  • Eli Lilly made up 0.42% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Robertson Stephens Wealth Management first reported a position in Eli Lilly in Q3 2021 and has held it in 20 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.