Robertson Stephens Wealth Management, LLC
Position in LLY — ELI LILLY & Co
CIK 1767307
San Francisco, CA
Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,252,602
+$3,747,620 QoQ
Shares Held
14,384
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#964
of 4,605 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $81,626,025 across 10 Drug Manufacturers - General names. LLY ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
14,384 | $17,252,602 | |
| 2 | ABBV |
AbbVie Inc.
|
63,757 | $16,043,811 | |
| 3 | MRK |
Merck & Co., Inc.
|
89,372 | $11,484,302 | |
| 4 | AMGN |
Amgen Inc
|
24,525 | $8,880,993 | |
| 5 | GSK |
GSK plc
|
163,317 | $8,561,077 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
52,607 | $6,646,368 | |
| 7 | JNJ |
Johnson & Johnson
|
24,885 | $6,320,043 | |
| 8 | PFE |
Pfizer Inc
|
148,619 | $3,578,745 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,252,602 | 14,384 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,504,982 | 14,683 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,845,083 | 14,744 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,105,233 | 6,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,653,931 | 7,253 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,934,812 | 5,975 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,239,052 | 5,491 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,935,571 | 5,571 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,981,400 | 5,502 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,898,357 | 5,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,416,203 | 4,145 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,704,850 | 3,174 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,209,968 | 2,580 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $998,321 | 2,907 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $924,477 | 2,527 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,181,844 | 3,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,314,752 | 4,055 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,753,157 | 6,122 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,210,119 | 4,381 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $216,262 | 936 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||