Position in PFE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,213,206
-$1,518,872 QoQ
Shares Held
341,080
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#461
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Welch & Forbes LLC holds $565,568,902 across 11 Drug Manufacturers - General names. PFE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
172,704 | $207,146,375 | |
| 2 | JNJ |
Johnson & Johnson
|
657,989 | $167,109,466 | |
| 3 | ABBV |
AbbVie Inc.
|
345,978 | $87,061,903 | |
| 4 | MRK |
Merck & Co., Inc.
|
316,952 | $40,728,332 | |
| 5 | GSK |
GSK plc
|
518,597 | $27,184,854 | |
| 6 | AMGN |
Amgen Inc
|
25,959 | $9,400,273 | |
| 7 | NVS |
Novartis AG
|
57,984 | $9,087,252 | |
| 8 | PFE |
Pfizer Inc
This page
|
341,080 | $8,213,206 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,213,206 | 341,080 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,732,078 | 346,584 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,856,008 | 355,663 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,315,946 | 365,618 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,110,094 | 375,829 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,568,224 | 417,057 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,294,298 | 425,718 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,202,138 | 456,190 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,037,700 | 465,965 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,086,955 | 471,602 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,555,187 | 505,564 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,616,363 | 561,241 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,076,401 | 574,602 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $23,684,848 | 580,511 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $29,930,616 | 584,126 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,366,578 | 579,675 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $30,601,765 | 583,669 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $30,742,268 | 593,824 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $37,709,802 | 638,608 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $27,526,227 | 639,996 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $25,163,080 | 642,571 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $23,292,556 | 642,908 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $23,930,181 | 650,100 | Shares | Other | 2021-01-20 | |
| 2020-09-30 | $28,926,470 | 788,188 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $26,120,361 | 798,787 | Shares | Other | 2020-07-15 | |
| 2020-03-31 | $26,885,106 | 823,687 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||