Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$911,789
-$87,915 QoQ
Shares Held
37,865
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,379
of 2,821 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Mar 31, 2026CallValue
$449
CallShares
16
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026UHLMANN PRICE SECURITIES, LLC holds $16,788,267 across 9 Drug Manufacturers - General names. PFE ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,508 | $5,407,030 | |
| 2 | JNJ |
Johnson & Johnson
|
13,885 | $3,526,373 | |
| 3 | ABBV |
AbbVie Inc.
|
12,593 | $3,168,902 | |
| 4 | MRK |
Merck & Co., Inc.
|
13,592 | $1,746,571 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
17,169 | $989,277 | |
| 6 | PFE |
Pfizer Inc
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|
37,865 | $911,789 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,994 | $504,601 | |
| 8 | AZN |
Astrazeneca PLC
|
1,751 | $332,024 |
All Filings in PFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,789 | 37,865 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $999,704 | 35,602 | Shares | Sole | 2026-04-16 | |
| 2026-03-31 | $449 | 16 | Call | Sole | 2026-04-16 | |
| 2025-12-31 | $1,488 | 1,600 | Call | Sole | 2026-01-12 | |
| 2025-12-31 | $358,584 | 14,401 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $428,395 | 16,813 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $278 | 800 | Call | Sole | 2025-07-29 | |
| 2025-06-30 | $443,179 | 18,283 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $502,720 | 19,839 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $486 | 1,100 | Call | Sole | 2025-07-17 | |
| 2024-12-31 | $563,815 | 21,252 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $368 | 500 | Call | Sole | 2025-07-17 | |
| 2024-09-30 | $1,260 | 700 | Call | Sole | 2025-07-30 | |
| 2024-09-30 | $630,660 | 21,792 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||