Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$567,782
-$95,832 QoQ
Shares Held
23,579
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,670
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $27,785,455 across 7 Drug Manufacturers - General names. PFE ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
64,436 | $16,364,810 | |
| 2 | NVS |
Novartis AG
|
27,679 | $4,337,852 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,669 | $2,013,466 | |
| 4 | LLY |
ELI LILLY & Co
|
1,561 | $1,872,310 | |
| 5 | ABBV |
AbbVie Inc.
|
6,976 | $1,755,440 | |
| 6 | AMGN |
Amgen Inc
|
2,413 | $873,795 | |
| 7 | PFE |
Pfizer Inc
This page
|
23,579 | $567,782 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,782 | 23,579 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $663,614 | 23,633 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $718,887 | 28,871 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $735,633 | 28,871 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $699,833 | 28,871 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $738,990 | 29,163 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $853,602 | 32,175 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,119,312 | 38,677 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,012,708 | 36,194 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,533,603 | 55,265 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,648,486 | 57,259 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,962,270 | 59,158 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,800,811 | 76,358 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,107,980 | 76,176 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,905,512 | 76,220 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,052,869 | 46,912 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,466,936 | 47,052 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,720,617 | 52,552 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,170,205 | 36,752 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,571,241 | 36,532 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,443,085 | 36,851 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,339,241 | 36,965 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,480,314 | 40,215 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,475,889 | 40,215 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,315,031 | 40,215 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,312,615 | 40,215 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||