Concentrum Wealth Management’s Gilead Sciences GILD Stock Holding History

Concentrum Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$848K	Sell	6,084 -2,442	-29%	-$342K	0.25%	46
2025 Q4	$1.05M	Sell	8,526 -413	-5%	-$50.2K	0.29%	39
2025 Q3	$992K	Buy	8,939 +2,334	+35%	+$265K	0.29%	37
2025 Q2	$732K	Sell	6,605 -762	-10%	-$81.1K	0.23%	40
2025 Q1	$825K	Sell	7,367 -4,729	-39%	-$488K	0.31%	39
2024 Q4	$1.12M	Sell	12,096 -3,585	-23%	-$323K	0.39%	33
2024 Q3	$1.31M	Buy	15,681 +10,298	+191%	+$786K	0.51%	26
2024 Q2	$369K	Sell	5,383 -3,001	-36%	-$200K	0.16%	50
2024 Q1	$614K	Buy	8,384 +1,618	+24%	+$124K	0.28%	37
2023 Q4	$548K	Buy	6,766 +413	+7%	+$32.1K	0.29%	37
2023 Q3	$476K	Buy	+6,353	New	+$489K	0.29%	39

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concentrum Wealth Management's GILD Position: Q1 2026 in Review

Concentrum Wealth Management reduced its Gilead Sciences (GILD) stake by 29% in Q1 2026, selling an estimated $342K and leaving 6,084 shares worth $848K. The position accounts for 0.25% of the portfolio, ranked #46.

Concentrum Wealth Management first reported a position in GILD in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2024. 2,310 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

Concentrum Wealth Management held 6,084 shares of Gilead Sciences worth $848K as of Q1 2026.
Concentrum Wealth Management sold 2,442 Gilead Sciences shares in Q1 2026, an estimated $342K.
Gilead Sciences made up 0.25% of Concentrum Wealth Management's portfolio in Q1 2026, its #46 holding.
Concentrum Wealth Management first reported a position in Gilead Sciences in Q3 2023 and has held it in 11 quarters since.
Concentrum Wealth Management's Gilead Sciences position peaked at $1.31M in Q3 2024.
2,310 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.