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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Robinson Smith Wealth Advisors's LLY Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 1,127 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #29.

Robinson Smith Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Robinson Smith Wealth Advisors held 1,127 shares of Eli Lilly worth $1.04M as of Q1 2026.
Robinson Smith Wealth Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.7% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Robinson Smith Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Eli Lilly position peaked at $1.21M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.