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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
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% -$2.13K 0.87% 28
2023
Q4 		$681K Buy
+1,168
New +$682K 0.67% 40

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

Robinson Smith Wealth Advisors's LLY Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Eli Lilly (LLY) stake by 48% in Q2 2026, selling an estimated $552K and leaving 587 shares worth $704K. The position accounts for 0.42% of the portfolio, ranked #43.

Robinson Smith Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Robinson Smith Wealth Advisors held 587 shares of Eli Lilly worth $704K as of Q2 2026.
  • Robinson Smith Wealth Advisors sold 540 Eli Lilly shares in Q2 2026, an estimated $552K.
  • Eli Lilly made up 0.42% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Robinson Smith Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Robinson Smith Wealth Advisors's Eli Lilly position peaked at $1.21M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.