Lifeworks Advisors, LLC GILD GILEAD SCIENCES INC

Ownership history in Lifeworks Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

Lifeworks Advisors, LLC reported GILEAD SCIENCES INC (GILD) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.7% in 2023 Q4. The latest visible filing shows GILD at 1.33% 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 Lifeworks Advisors, LLC'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 Q1

GILD was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2023 Q4

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

Time in book
Holding Window
2023 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.

How Lifeworks Advisors, LLC 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 Q1 ADDED 74,262 +3,486 +4.9% 1.33% $10.3M 2026-05-04 $132.69
2025 Q4 REDUCED 10.9% +14.2% 70,776 -8,695 -10.9% 1.12% $8.7M 2026-02-13 $154.10
2025 Q3 REDUCED 79,471 -1,048 -1.3% 1.17% $8.8M 2025-11-12 $121.90
2025 Q2 ADDED 80,519 +53 +0.1% 1.33% $8.9M 2025-08-05 $110.33
2025 Q1 REDUCED 80,466 -1,968 -2.4% 1.50% $9.0M 2025-05-06 $95.34
2024 Q4 ADDED 82,434 +5,315 +6.9% 1.37% $7.6M 2025-02-07 $92.90
2024 Q3 REDUCED 77,119 -275 -0.4% 1.27% $6.5M 2024-11-06 $87.95
2024 Q2 ADDED 77,394 +6,991 +9.9% 1.48% $5.3M 2024-08-13 $70.31
2024 Q1 ADDED 70,403 +9,727 +16.0% 1.44% $5.2M 2024-05-10 $61.93
2023 Q4 ADDED 60,676 +4,111 +7.3% 1.70% $4.9M 2024-02-12 $69.19
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lifeworks Advisors, LLC and GILD

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

How long has Lifeworks Advisors, LLC reported owning GILD?

Lifeworks Advisors, LLC reported GILD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GILD position in Lifeworks Advisors, LLC's portfolio?

The largest reported portfolio weight for GILD was 1.70% in 2023 Q4.

What is the latest reported GILD position on this page?

The most recent filing on this page is 2026 Q1, when Lifeworks Advisors, LLC reported 74,262 shares, equal to 1.33% of portfolio, with an estimated market value of $10.3M.

What does the chart on this GILD ownership page compare?

The chart compares Lifeworks Advisors, LLC'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 Lifeworks Advisors, LLC time their GILD position?

Based on 13F filing dates vs. subsequent GILD price moves, Lifeworks Advisors, LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on GILD relative to SPY over the holding period was +9.2%.

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