Walled Lake Planning & Wealth Management »

GSK shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of GSK (GSK) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in GSK

Tip: Access up to 7 years of quarterly data

All positions including GSK held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in GSK by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 119k 43.16
2025-06-30 $4.8M 124k 38.40
2025-03-31 $4.7M 123k 38.74
2024-12-31 $4.0M 120k 33.82

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding GSK

Dodge & Cox
FMR
Fisher Investments
PRIMECAP Management Company
JTC Employer Solutions Trustee
Royal Bank of Canada
Goldman Sachs Group
Holocene Advisors
State Street Corporation
Mondrian Investment Partners
Morgan Stanley
UBS Group
Hotchkis and Wiley Capital Management
Equity Investment Corp Acquisition
Manufacturers Life Insurance Company

View all funds holding GSK