John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Gilead Sciences (GILD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 1.31 SEC
2016   Q2 1,397,732 1.31 Reduce 69.09% 2.89 $83.42 $116,599,000 SEC
2016   Q1 4,521,685 4.18 Add 5.36% 0.21 $91.86 $415,362,000 SEC
2015   Q4 4,291,467 4.78 Reduce 23.24% 1.52 $101.19 $434,254,000 SEC
2015   Q3 5,590,796 6.54 Add 39.79% 1.86 $98.19 $548,960,000 SEC
2015   Q2 3,999,454 6.37 Add 406.01% 5.11 $117.08 $468,256,000 SEC
2015   Q1 790,397 1.15 Reduce 31.67% 0.50 $98.13 $77,562,000 SEC
2014   Q4 1,156,764 1.57 Reduce 79.70% 6.92 $94.26 $109,037,000 SEC
2014   Q3 5,699,320 8.68 Reduce 7.31% 0.63 $106.45 $606,693,000 SEC
2014   Q2 6,148,743 8.63 Buy 8.63 $82.91 $509,792,000 SEC