WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in GSK — GSK plc
CIK 1812177
HIGHLAND PARK, IL
Position in GSK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,283,375
-$278,605 QoQ
Shares Held
119,866
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#141
of 1,033 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. GSK ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
50,139 | $7,857,784 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
54,276 | $6,857,229 | |
| 3 | GSK |
GSK plc
This page
|
119,866 | $6,283,375 | |
| 4 | MRK |
Merck & Co., Inc.
|
48,113 | $6,182,520 | |
| 5 | PFE |
Pfizer Inc
|
119,517 | $2,877,969 | |
| 6 | ABBV |
AbbVie Inc.
|
3,250 | $817,830 | |
| 7 | LLY |
ELI LILLY & Co
|
568 | $681,276 | |
| 8 | JNJ |
Johnson & Johnson
|
2,096 | $532,321 |
All Filings in GSK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,283,375 | 119,866 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,561,980 | 118,898 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,838,996 | 119,066 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,131,508 | 118,895 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,757,184 | 123,885 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,743,751 | 122,451 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,041,726 | 119,507 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||