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Walled Lake Planning & Wealth Management’s Gilead Sciences GILD Stock Holding History

Walled Lake Planning & Wealth Management’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 		$6.86M Buy
54,276
+510
+0.9% +$67.2K 1.73% 17
2026
Q1 		$7.49M Sell
53,766
-90
-0.2% -$12.6K 2.2% 14
2025
Q4 		$6.61M Sell
53,856
-82
-0.2% -$9.96K 2.09% 12
2025
Q3 		$5.99M Sell
53,938
-2,589
-5% -$294K 1.97% 14
2025
Q2 		$6.27M Sell
56,527
-12
-0% -$1.28K 2.04% 14
2025
Q1 		$6.34M Sell
56,539
-28,896
-34% -$2.98M 2.25% 13
2024
Q4 		$7.89M Buy
85,435
+1,165
+1% +$105K 2.94% 8
2024
Q3 		$7.07M Buy
84,270
+568
+0.7% +$43.3K 2.65% 11
2024
Q2 		$5.74M Sell
83,702
-2,087
-2% -$139K 2.35% 16
2024
Q1 		$6.28M Buy
85,789
+34
+0% +$2.61K 2.58% 15
2023
Q4 		$6.95M Buy
85,755
+90
+0.1% +$7K 3.23% 11
2023
Q3 		$6.42M Buy
85,665
+956
+1% +$73.5K 3.22% 10
2023
Q2 		$6.53M Buy
84,709
+149
+0.2% +$11.9K 3.18% 10
2023
Q1 		$7.02M Buy
84,560
+2,880
+4% +$239K 3.67% 6
2022
Q4 		$7.01M Sell
81,680
-770
-0.9% -$61K 4.78% 5
2022
Q3 		$5.09M Buy
82,450
+1,948
+2% +$123K 3.55% 7
2022
Q2 		$4.98M Buy
80,502
+3,459
+4% +$214K 3.43% 9
2022
Q1 		$4.58M Buy
77,043
+11,822
+18% +$756K 2.73% 15
2021
Q4 		$4.74M Sell
65,221
-209
-0.3% -$14.4K 2.75% 15
2021
Q3 		$4.57M Buy
65,430
+2,743
+4% +$193K 2.82% 11
2021
Q2 		$4.32M Buy
62,687
+1,052
+2% +$70.2K 2.81% 13
2021
Q1 		$3.98M Buy
61,635
+662
+1% +$42.7K 2.76% 15
2020
Q4 		$3.55M Buy
60,973
+124
+0.2% +$7.48K 2.7% 14
2020
Q3 		$3.85M Buy
60,849
+836
+1% +$58K 3.12% 12
2020
Q2 		$4.62M Buy
60,013
+325
+0.5% +$24.9K 3.86% 9
2020
Q1 		$4.46M Buy
59,688
+59,532
+38,162% +$4.11M 4.08% 8
2019
Q4 		$10K Buy
+156
New +$10.2K 0.01% 201

Other funds holding GILD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GILD Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Gilead Sciences (GILD) stake by 0.95% in Q2 2026, buying an estimated $67.2K and bringing the position to 54,276 shares worth $6.86M. The position accounts for 1.73% of the portfolio, ranked #17.

Walled Lake Planning & Wealth Management first reported a position in GILD in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.89M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 54,276 shares of Gilead Sciences worth $6.86M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 510 Gilead Sciences shares in Q2 2026, an estimated $67.2K.
  • Gilead Sciences made up 1.73% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Gilead Sciences in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Gilead Sciences position peaked at $7.89M in Q4 2024.
  • 2,268 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.