Roberts Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1885319 PALO ALTO, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$545,740

-$79,703 QoQ

Shares Held

455

-33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#3,682

of 4,605 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $14,402,366 across 6 Drug Manufacturers - General names. LLY ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	65,645	$8,435,382
2	GSK	GSK plc	85,719	$4,493,389
3	LLY	ELI LILLY & Co This page	455	$545,740
4	GILD	Gilead Sciences, Inc.	3,040	$384,073
5	ABBV	AbbVie Inc.	1,294	$325,622
6	JNJ	Johnson & Johnson	859	$218,160

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,740	455	-33.1%	Shares	Sole	2026-07-30
2026-03-31	$625,443	680	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.