WealthPlan Investment Management, LLC
Position in GILD — Gilead Sciences, Inc.
CIK 1929986
OMAHA, NE
Position in GILD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,367,864
-$376,610 QoQ
Shares Held
18,742
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#784
of 2,266 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. GILD ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
This page
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in GILD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,367,864 | 18,742 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,744,474 | 19,692 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,656,253 | 13,494 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,418 | 3,238 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $344,362 | 3,106 | Shares | Sole | 2025-07-28 | |
| 2023-06-30 | $72,137 | 936 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $77,659 | 936 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||