Wealth Management Associates’s GSK GSK Stock Holding History

Wealth Management Associates’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	$217K	Buy	4,132 +3	+0.1%	+$159	0.06%	237
2026 Q1	$228K	Buy	4,129 +5	+0.1%	+$271	0.08%	213
2025 Q4	$202K	Buy	+4,124	New	+$192K	0.07%	223
2022 Q3	–	Sell	-4,877	Closed	-$265K	–	182
2022 Q2	$265K	Buy	4,877 +6	+0.1%	+$331	0.18%	140
2022 Q1	$265K	Buy	4,871 +47	+1%	+$2.55K	0.15%	158
2021 Q4	$266K	Buy	4,824 +14	+0.3%	+$728	0.14%	165
2021 Q3	$230K	Buy	4,810 +12	+0.3%	+$603	0.13%	169
2021 Q2	$239K	Sell	4,798 -182	-4%	-$8.74K	0.14%	175
2021 Q1	$222K	Sell	4,980 -473	-9%	-$21.5K	0.14%	167
2020 Q4	$251K	Sell	5,453 -341	-6%	-$15.7K	0.16%	143
2020 Q3	$273K	Sell	5,794 -64	-1%	-$3.21K	0.21%	120
2020 Q2	$299K	Buy	5,858 +100	+2%	+$5.13K	0.25%	98
2020 Q1	$273K	Buy	5,758 +16	+0.3%	+$853	0.28%	85
2019 Q4	$337K	Buy	5,742 +14	+0.2%	+$779	0.24%	94
2019 Q3	$306K	Buy	5,728 +16	+0.3%	+$823	0.25%	98
2019 Q2	$286K	Buy	5,712 +180	+3%	+$9.03K	0.28%	73
2019 Q1	$289K	Buy	5,532 +16	+0.3%	+$800	0.32%	70
2018 Q4	$263K	Buy	+5,516	New	+$272K	0.35%	64

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

ABC Arbitrage Paris, France $926M AUM 45.9% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Wealth Management Associates's GSK Position: Q2 2026 in Review

Wealth Management Associates increased its GSK (GSK) stake by 0.07% in Q2 2026, buying an estimated $159 and bringing the position to 4,132 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #237.

Wealth Management Associates first reported a position in GSK in Q4 2018 and has held it in 18 quarters since. The position peaked at $337K in Q4 2019. 198 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Wealth Management Associates held 4,132 shares of GSK worth $217K as of Q2 2026.
Wealth Management Associates bought 3 GSK shares in Q2 2026, an estimated $159.
GSK made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #237 holding.
Wealth Management Associates first reported a position in GSK in Q4 2018 and has held it in 18 quarters since.
Wealth Management Associates's GSK position peaked at $337K in Q4 2019.
198 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.