Robinson Smith Wealth Advisors
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Robinson Smith Wealth Advisors’s Eli Lilly LLY Stock Holding History

Robinson Smith 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 		$701K Buy
606
+19
+3% +$22.4K 0.43% 43
2026
Q2 		$704K Sell
587
-540
-48% -$552K 0.42% 43
2026
Q1 		$1.04M Hold
1,127
– – 0.7% 29
2025
Q4 		$1.21M Buy
1,127
+2
+0.2% +$1.91K 0.83% 28
2025
Q3 		$858K Sell
1,125
-1
-0.1% -$744 0.62% 32
2025
Q2 		$878K Buy
1,126
+21
+2% +$16.3K 0.7% 28
2025
Q1 		$913K Buy
1,105
+10
+0.9% +$8.32K 0.76% 28
2024
Q4 		$845K Sell
1,095
-71
-6% -$58.8K 0.72% 30
2024
Q3 		$1.03M Sell
1,166
-9
-0.8% -$8.09K 0.88% 26
2024
Q2 		$1.06M Buy
1,175
+10
+0.9% +$8K 0.94% 26
2024
Q1 		$906K Sell
1,165
-3
-0.3% -$2.14K 0.87% 28
2023
Q4 		$681K Buy
+1,168
New +$682K 0.67% 40

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robinson Smith Wealth Advisors's LLY Position: Q3 2026 in Review

Robinson Smith Wealth Advisors increased its Eli Lilly (LLY) stake by 3.2% in Q3 2026, buying an estimated $22.4K and bringing the position to 606 shares worth $701K. The position accounts for 0.43% of the portfolio, ranked #43.

Robinson Smith Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Robinson Smith Wealth Advisors held 606 shares of Eli Lilly worth $701K as of Q3 2026.
  • Robinson Smith Wealth Advisors bought 19 Eli Lilly shares in Q3 2026, an estimated $22.4K.
  • Eli Lilly made up 0.43% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Robinson Smith Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Robinson Smith Wealth Advisors's Eli Lilly position peaked at $1.21M in Q4 2025.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.