SUMMIT WEALTH GROUP LLC / CO
Position in GILD — Gilead Sciences, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in GILD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$395,949
-$15,053 QoQ
Shares Held
3,134
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,502
of 2,266 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $8,250,564 across 11 Drug Manufacturers - General names. GILD ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,222 | $2,665,133 | |
| 2 | JNJ |
Johnson & Johnson
|
5,881 | $1,493,597 | |
| 3 | ABBV |
AbbVie Inc.
|
3,165 | $796,440 | |
| 4 | AMGN |
Amgen Inc
|
2,129 | $770,953 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,779 | $742,601 | |
| 6 | GILD |
Gilead Sciences, Inc.
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|
3,134 | $395,949 | |
| 7 | NVS |
Novartis AG
|
2,287 | $358,418 | |
| 8 | PFE |
Pfizer Inc
|
11,625 | $279,930 |
All Filings in GILD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,949 | 3,134 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $411,002 | 2,949 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $886,446 | 7,986 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||