Montag & Associates’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$484K Buy
3,471
+301
+9% +$42.2K 0.02% 315
2025
Q4
$389K Sell
3,170
-9
-0.3% -$1.09K 0.02% 326
2025
Q3
$353K Buy
3,179
+637
+25% +$72.4K 0.02% 341
2025
Q2
$282K Buy
2,542
+142
+6% +$15.1K 0.01% 364
2025
Q1
$269K Hold
2,400
0.01% 382
2024
Q4
$222K Hold
2,400
0.01% 412
2024
Q3
$201K Hold
2,400
0.01% 424
2024
Q2
$165K Hold
2,400
0.01% 429
2024
Q1
$176K Sell
2,400
-245
-9% -$18.8K 0.01% 429
2023
Q4
$214K Hold
2,645
0.01% 392
2023
Q3
$198K Hold
2,645
0.01% 380
2023
Q2
$204K Hold
2,645
0.01% 390
2023
Q1
$219K Sell
2,645
-125
-5% -$10.4K 0.01% 373
2022
Q4
$238K Buy
2,770
+800
+41% +$63.4K 0.02% 343
2022
Q3
$122K Buy
1,970
+1,000
+103% +$63.1K 0.01% 420
2022
Q2
$60K Hold
970
﹤0.01% 507
2022
Q1
$58K Hold
970
﹤0.01% 537
2021
Q4
$70K Hold
970
﹤0.01% 527
2021
Q3
$68K Hold
970
﹤0.01% 523
2021
Q2
$67K Hold
970
﹤0.01% 515
2021
Q1
$63K Hold
970
﹤0.01% 525
2020
Q4
$57K Buy
+970
New +$58.5K ﹤0.01% 519
2020
Q3
Sell
-8,899
Closed -$685K 310
2020
Q2
$685K Buy
8,899
+724
+9% +$55.5K 0.06% 203
2020
Q1
$611K Buy
+8,175
New +$565K 0.06% 204
2019
Q2
Sell
-3,299
Closed -$214K 309
2019
Q1
$214K Sell
3,299
-550
-14% -$36.6K 0.02% 288
2018
Q4
$241K Sell
3,849
-6,030
-61% -$421K 0.03% 257
2018
Q3
$763K Sell
9,879
-26,679
-73% -$2.01M 0.07% 201
2018
Q2
$2.59M Sell
36,558
-3,328
-8% -$235K 0.27% 97
2018
Q1
$3.01M Sell
39,886
-20,233
-34% -$1.61M 0.31% 89
2017
Q4
$4.31M Buy
60,119
+11,036
+22% +$838K 0.42% 75
2017
Q3
$3.98M Buy
+49,083
New +$3.75M 0.43% 68
2015
Q2
Sell
-14,375
Closed -$1.41M 249
2015
Q1
$1.41M Sell
14,375
-5,470
-28% -$555K 0.2% 128
2014
Q4
$1.87M Sell
19,845
-250
-1% -$25.9K 0.28% 109
2014
Q3
$2.14M Sell
20,095
-32,532
-62% -$3.19M 0.35% 91
2014
Q2
$4.36M Buy
+52,627
New +$4.1M 0.71% 43

Other funds holding GILD

Montag & Associates's GILD Position: Q1 2026 in Review

Montag & Associates increased its Gilead Sciences (GILD) stake by 9.5% in Q1 2026, buying an estimated $42.2K and bringing the position to 3,471 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #315.

Montag & Associates first reported a position in GILD in Q2 2014 and has held it in 35 quarters since. The position peaked at $4.36M in Q2 2014. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Montag & Associates held 3,471 shares of Gilead Sciences worth $484K as of Q1 2026.
  • Montag & Associates bought 301 Gilead Sciences shares in Q1 2026, an estimated $42.2K.
  • Gilead Sciences made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #315 holding.
  • Montag & Associates first reported a position in Gilead Sciences in Q2 2014 and has held it in 35 quarters since.
  • Montag & Associates's Gilead Sciences position peaked at $4.36M in Q2 2014.
  • 2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.