Position in GILD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,027,572
+$961,164 QoQ
Shares Held
79,370
+22.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#430
of 2,266 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Derivatives in GILD
reported options exposure · as of Dec 31, 2020CallValue
$3,000
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $495,400,304 across 15 Drug Manufacturers - General names. GILD ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
563,184 | $143,031,799 | |
| 2 | ABBV |
AbbVie Inc.
|
354,989 | $89,329,385 | |
| 3 | LLY |
ELI LILLY & Co
|
64,033 | $76,803,065 | |
| 4 | AMGN |
Amgen Inc
|
177,770 | $64,374,032 | |
| 5 | PFE |
Pfizer Inc
|
1,883,141 | $45,345,994 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
542,448 | $31,255,814 | |
| 7 | MRK |
Merck & Co., Inc.
|
205,251 | $26,374,734 | |
| 8 | GILD |
Gilead Sciences, Inc.
This page
|
79,370 | $10,027,572 |
All Filings in GILD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,027,572 | 79,370 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $9,066,408 | 65,053 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,160,992 | 58,343 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,869,903 | 43,873 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,915,797 | 35,319 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,100,857 | 27,674 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $5,065,745 | 54,842 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,105,386 | 48,967 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,044,296 | 29,796 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,953,721 | 26,672 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,228,808 | 126,266 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,631,217 | 61,799 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,303,974 | 55,845 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $29,689,652 | 357,836 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $27,495,608 | 320,275 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $17,101,146 | 277,211 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,961,835 | 64,097 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,431,097 | 57,714 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,859,366 | 53,152 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,245,832 | 60,785 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,813,811 | 55,385 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,700,241 | 41,780 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,000 | 2,000 | Call | Sole | 2021-02-01 | |
| 2020-12-31 | $2,719,693 | 46,682 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,757,295 | 43,635 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,715,674 | 35,296 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,503,851 | 46,868 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||