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Summit Financial Wealth Advisors’s GSK GSK Stock Holding History

Summit Financial Wealth Advisors’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 		$345K Sell
6,585
-12
-0.2% -$635 0.04% 161
2026
Q1 		$364K Buy
6,597
+50
+0.8% +$2.71K 0.05% 135
2025
Q4 		$321K Hold
6,547
– – 0.05% 141
2025
Q3 		$298K Buy
6,547
+353
+6% +$13.8K 0.05% 140
2025
Q2 		$238K Hold
6,194
– – 0.04% 150
2025
Q1 		$240K Buy
+6,194
New +$227K 0.05% 128
2020
Q3 		– Sell
-4,272
Closed -$217K – 124
2020
Q2 		$217K Buy
+4,272
New +$219K 0.06% 111
2020
Q1 		– Sell
-3,896
Closed -$226K – 129
2019
Q4 		$226K Hold
3,896
– – 0.05% 124
2019
Q3 		$205K Buy
+3,896
New +$200K 0.05% 139
2019
Q2 		– Sell
-3,959
Closed -$207K – 155
2019
Q1 		$207K Buy
+3,959
New +$198K 0.05% 127
2015
Q4 		– Sell
-2,234
Closed -$107K – 158
2015
Q3 		$107K Hold
2,234
– – 0.07% 96
2015
Q2 		$116K Hold
2,234
– – 0.07% 98
2015
Q1 		$124K Hold
2,234
– – 0.08% 83
2014
Q4 		$119K Buy
+2,234
New +$125K 0.08% 84

Other funds holding GSK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Summit Financial Wealth Advisors's GSK Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its GSK (GSK) stake by 0.18% in Q2 2026, selling an estimated $635 and leaving 6,585 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #161.

Summit Financial Wealth Advisors first reported a position in GSK in Q4 2014 and has held it in 14 quarters since. The position peaked at $364K in Q1 2026. 161 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,585 shares of GSK worth $345K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 12 GSK shares in Q2 2026, an estimated $635.
  • GSK made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Summit Financial Wealth Advisors first reported a position in GSK in Q4 2014 and has held it in 14 quarters since.
  • Summit Financial Wealth Advisors's GSK position peaked at $364K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.