WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC GSK — GlaxoSmithKline

Ownership history in WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported GlaxoSmithKline (GSK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.93% in 2026 Q1. The latest visible filing shows GSK at 1.93% 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.

What this GSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's position in GlaxoSmithKline, 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 Q1

GSK was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% 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 Q4 to 2026 Q1

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.

GSK stock page WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC fund profile WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC full holdings
How WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held GSK — position size vs. price
% of Fund (quarterly)    GSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 118,898 -168 -0.1% 1.93% $6.6M 2026-04-30 $51.84
2025 Q4 ADDED — — — 119,066 +171 +0.1% 1.85% $5.8M 2026-02-12 $57.55
2025 Q3 REDUCED — — — 118,895 -4,990 -4.0% 1.68% $5.1M 2025-11-12 $46.85
2025 Q2 ADDED — — — 123,885 +1,434 +1.2% 1.55% $4.8M 2025-08-12 $36.84
2025 Q1 ADDED — — — 122,451 +2,944 +2.5% 1.68% $4.7M 2025-05-08 $35.13
2024 Q4 INITIATED — — — 119,507 — — 1.50% $4.0M 2025-02-12 $34.05

🏢 Other funds also holding GSK

As of 2026 Q1 — sorted by position size

JTC Employer Solutions Trustee Ltd 3Y 41.69% Eversept Partners, LP 3Y 7Y 5.2% Callodine Capital Management, LP 3Y 7Y 4.86% Mondrian Investment Partners LTD 3Y 7Y 4.12% ABC ARBITRAGE SA 3.97% Hillman Capital Management, Inc. 3Y 7Y 3.73% EQUITY INVESTMENT CORP 3Y 7Y 3.48% Sio Capital Management, LLC 3Y 7Y 3.05% NIA IMPACT ADVISORS, LLC 3Y 2.98% Clean Yield Group 3Y 7Y 2.52%

FAQ About WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC and GSK

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

How long has WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported owning GSK?

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported GSK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GSK position in WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GSK was 1.93% in 2026 Q1.

What is the latest reported GSK position on this page?

The most recent filing on this page is 2026 Q1, when WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 118,898 shares, equal to 1.93% of portfolio, with an estimated market value of $6.6M.

What does the chart on this GSK ownership page compare?

The chart compares WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's quarterly GSK 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 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC time their GSK position?

Based on 13F filing dates vs. subsequent GSK price moves, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GSK relative to SPY over the holding period was +21.0%.

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