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Walled Lake Planning & Wealth Management’s GSK GSK Stock Holding History

Walled Lake Planning & Wealth Management’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 		$6.28M Buy
119,866
+968
+0.8% +$51.2K 1.59% 19
2026
Q1 		$6.56M Sell
118,898
-168
-0.1% -$9.1K 1.93% 16
2025
Q4 		$5.84M Buy
119,066
+171
+0.1% +$7.97K 1.85% 16
2025
Q3 		$5.13M Sell
118,895
-4,990
-4% -$195K 1.68% 17
2025
Q2 		$4.76M Buy
123,885
+1,434
+1% +$54.8K 1.55% 19
2025
Q1 		$4.74M Buy
122,451
+2,944
+2% +$108K 1.68% 19
2024
Q4 		$4.04M Buy
+119,507
New +$4.3M 1.5% 22

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
TH
Transmarket Holdings Chicago, Illinois $136M AUM

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

Walled Lake Planning & Wealth Management increased its GSK (GSK) stake by 0.81% in Q2 2026, buying an estimated $51.2K and bringing the position to 119,866 shares worth $6.28M. The position accounts for 1.59% of the portfolio, ranked #19.

Walled Lake Planning & Wealth Management first reported a position in GSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56M in Q1 2026. 296 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 119,866 shares of GSK worth $6.28M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 968 GSK shares in Q2 2026, an estimated $51.2K.
  • GSK made up 1.59% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Walled Lake Planning & Wealth Management first reported a position in GSK in Q4 2024 and has held it in 7 quarters since.
  • Walled Lake Planning & Wealth Management's GSK position peaked at $6.56M in Q1 2026.
  • 296 funds tracked by Wall St. Rank held GSK as of Q2 2026.

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