KELLY LAWRENCE W & ASSOCIATES INC/CA GILD — Gilead Sciences Inc.

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  49 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported Gilead Sciences Inc. (GILD) in 49 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows GILD at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GILD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Gilead Sciences Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GILD was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GILD stock page KELLY LAWRENCE W & ASSOCIATES INC/CA fund profile KELLY LAWRENCE W & ASSOCIATES INC/CA full holdings
How KELLY LAWRENCE W & ASSOCIATES INC/CA held GILD — position size vs. price
% of Fund (quarterly)    GILD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,044 — 0% 0.16% $764K 2026-08-14 $137.59
2026 Q1 REDUCED — — — 6,044 -250 -4.0% 0.23% $842K 2026-05-15 $128.01
2025 Q4 UNCHANGED — — — 6,294 — 0% 0.19% $773K 2026-02-17 $152.53
2025 Q3 UNCHANGED — — — 6,294 — 0% 0.17% $699K 2025-11-14 $122.00
2025 Q2 REDUCED 22.0% +2.3% ❌ 6,294 -1,775 -22.0% 0.18% $698K 2025-08-14 $115.35
2025 Q1 REDUCED 6.9% -0.3% ✅ 8,069 -600 -6.9% 0.22% $904K 2025-05-14 $94.67
2024 Q4 REDUCED 7.8% +22.2% ❌ 8,669 -736 -7.8% 0.19% $801K 2025-02-13 $101.26
2024 Q3 REDUCED 8.7% +10.7% ❌ 9,405 -895 -8.7% 0.18% $789K 2024-11-14 $87.29
2024 Q2 REDUCED — — — 10,300 -98 -0.9% 0.16% $707K 2024-08-13 $69.46
2024 Q1 REDUCED 5.7% -5.2% ✅ 10,398 -633 -5.7% 0.17% $762K 2024-05-15 $62.15
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GILD

As of 2026 Q2 — sorted by position size

MILLER WEALTH ADVISORS, LLC 3Y 15.23% Jones Hill Capital LP 9.21% Catalio Capital Management, LP 6.39% Bellevue Group AG 3Y 7Y 5.74% Nexus Investment Management ULC 3Y 7Y 4.14% THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 3.21% Neumann Capital Management, LLC 3Y 7Y 3.0% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2.96% Lombard Odier Asset Management (USA) Corp 3Y 7Y 2.95% Kiltearn Partners LLP 3Y 7Y 2.91%

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and GILD

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning GILD?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported GILD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GILD position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for GILD was 0.23% in 2026 Q1.

What is the latest reported GILD position on this page?

The most recent filing on this page is 2026 Q2, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 6,044 shares, equal to 0.16% of portfolio, with an estimated market value of $764K.

What does the chart on this GILD ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly GILD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KELLY LAWRENCE W & ASSOCIATES INC/CA time their GILD position?

Based on 13F filing dates vs. subsequent GILD price moves, KELLY LAWRENCE W & ASSOCIATES INC/CA correctly timed 14 out of 29 reported position changes (48%). The annualised alpha on GILD relative to SPY over the holding period was -7.0%.

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