Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,725,381
-$1,046,644 QoQ
Shares Held
237,765
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#559
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. PFE ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
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|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,725,381 | 237,765 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,772,025 | 241,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,321,761 | 253,886 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,155,356 | 241,576 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,480,536 | 308,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,581,431 | 259,725 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,569,013 | 247,607 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,698,531 | 266,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,589,305 | 342,720 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,053,909 | 326,267 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,087,258 | 141,968 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,885,609 | 147,290 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,797,560 | 130,795 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,243,085 | 128,507 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,616,621 | 129,130 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,778,726 | 132,055 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,771,491 | 129,153 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,168,447 | 119,151 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,892,068 | 99,781 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $5,066,276 | 117,793 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,659,100 | 118,976 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,279,052 | 118,108 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,627,863 | 125,723 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,929,208 | 134,311 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,394,165 | 134,378 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,940,523 | 120,727 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||