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Larry Mathis Financial Planning’s GSK GSK Stock Holding History

Larry Mathis Financial Planning’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Buy
+7,318
New +$387K 0.29% 84
2026
Q1 		– Sell
-5,798
Closed -$284K – 164
2025
Q4 		$284K Buy
+5,798
New +$270K 0.25% 114

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Larry Mathis Financial Planning's GSK Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in GSK (GSK) in Q2 2026: 7,318 shares worth $384K. The stake represents 0.29% of the portfolio and ranks #84 among its holdings. This is a return to the name: Larry Mathis Financial Planning previously reported a position in GSK as recently as Q4 2025.

Larry Mathis Financial Planning first reported a position in GSK in Q4 2025 and has held it in 2 quarters since. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Larry Mathis Financial Planning held 7,318 shares of GSK worth $384K as of Q2 2026.
  • GSK was a new Larry Mathis Financial Planning position in Q2 2026.
  • GSK made up 0.29% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #84 holding.
  • Larry Mathis Financial Planning first reported a position in GSK in Q4 2025 and has held it in 2 quarters since.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.