Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$227,218
-$38,952 QoQ
Shares Held
9,436
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,357
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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $11,410,999 across 12 Drug Manufacturers - General names. PFE ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,773 | $4,525,449 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,218 | $2,341,013 | |
| 3 | ABBV |
AbbVie Inc.
|
5,542 | $1,394,588 | |
| 4 | JNJ |
Johnson & Johnson
|
5,479 | $1,391,501 | |
| 5 | AMGN |
Amgen Inc
|
2,873 | $1,040,370 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,988 | $287,408 | |
| 7 | PFE |
Pfizer Inc
This page
|
9,436 | $227,218 | |
| 8 | NVS |
Novartis AG
|
884 | $138,540 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,218 | 9,436 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $266,170 | 9,479 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $228,557 | 9,179 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $252,990 | 9,929 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $295,994 | 12,211 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $357,167 | 14,095 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $357,067 | 13,459 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $547,457 | 18,917 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $576,164 | 20,592 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $415,029 | 14,956 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $489,948 | 17,018 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $604,092 | 18,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $668,016 | 18,212 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $812,205 | 19,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,446,761 | 28,235 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,308,642 | 29,905 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,546,055 | 29,488 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,527,629 | 29,508 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,438,351 | 41,293 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,694,335 | 39,394 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,198,285 | 56,136 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,070,616 | 57,152 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,180,366 | 59,233 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,147,571 | 58,517 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,862,266 | 56,950 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,798,461 | 55,100 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||