Total Wealth Planning & Management’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
$1.47M Buy
10,544
+5,840
+124% +$818K 1.09% 16
2025
Q4
$577K Buy
+4,704
New +$572K 0.43% 66
2025
Q2
$530K Hold
4,784
0.43% 71
2025
Q1
$536K Sell
4,784
-590
-11% -$60.9K 0.51% 64
2024
Q4
$496K Buy
+5,374
New +$484K 0.45% 63

Other funds holding GILD

Total Wealth Planning & Management's GILD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Gilead Sciences (GILD) stake by 124% in Q1 2026, buying an estimated $818K and bringing the position to 10,544 shares worth $1.47M. The position accounts for 1.09% of the portfolio, ranked #16.

Total Wealth Planning & Management first reported a position in GILD in Q4 2024 and has held it in 5 quarters since. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Total Wealth Planning & Management held 10,544 shares of Gilead Sciences worth $1.47M as of Q1 2026.
  • Total Wealth Planning & Management bought 5,840 Gilead Sciences shares in Q1 2026, an estimated $818K.
  • Gilead Sciences made up 1.09% of Total Wealth Planning & Management's portfolio in Q1 2026, its #16 holding.
  • Total Wealth Planning & Management first reported a position in Gilead Sciences in Q4 2024 and has held it in 5 quarters since.
  • 2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.