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Lakeshore Financial Planning’s Gilead Sciences GILD Stock Holding History

Lakeshore Financial Planning’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
Q2 		$222K Hold
1,753
– – 0.07% 85
2026
Q1 		$244K Sell
1,753
-1
-0.1% -$140 0.09% 68
2025
Q4 		$215K Buy
+1,754
New +$213K 0.08% 78

Other funds holding GILD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lakeshore Financial Planning's GILD Position: Q2 2026 in Review

Lakeshore Financial Planning held its Gilead Sciences (GILD) position steady in Q2 2026 at 1,753 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #85.

Lakeshore Financial Planning first reported a position in GILD in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Lakeshore Financial Planning held 1,753 shares of Gilead Sciences worth $222K as of Q2 2026.
  • Lakeshore Financial Planning left its Gilead Sciences share count unchanged in Q2 2026.
  • Gilead Sciences made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #85 holding.
  • Lakeshore Financial Planning first reported a position in Gilead Sciences in Q4 2025 and has held it in 3 quarters since.
  • Lakeshore Financial Planning's Gilead Sciences position peaked at $244K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.