Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,916,521
-$473,071 QoQ
Shares Held
121,118
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#809
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $34,560,047 across 8 Drug Manufacturers - General names. PFE ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,126 | $11,968,589 | |
| 2 | LLY |
ELI LILLY & Co
|
5,869 | $7,039,455 | |
| 3 | AZN |
Astrazeneca PLC
|
18,550 | $3,517,450 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
24,720 | $3,123,124 | |
| 5 | PFE |
Pfizer Inc
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|
121,118 | $2,916,521 | |
| 6 | ABBV |
AbbVie Inc.
|
10,123 | $2,547,351 | |
| 7 | MRK |
Merck & Co., Inc.
|
16,084 | $2,066,794 | |
| 8 | AMGN |
Amgen Inc
|
3,813 | $1,380,763 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,916,521 | 121,118 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,389,592 | 120,712 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,996,142 | 120,327 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,523,132 | 177,517 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $4,309,119 | 177,769 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,683,718 | 184,835 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,014,806 | 189,024 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,872,996 | 202,937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,887,880 | 174,692 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,327,639 | 155,951 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,894,738 | 135,281 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,670,477 | 170,952 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,888,496 | 160,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,874,546 | 143,984 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,287,301 | 142,219 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,664,166 | 152,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,158,684 | 155,611 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,305,305 | 160,427 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,778,266 | 165,593 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,301,076 | 169,753 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,460,175 | 190,505 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,544,443 | 622,259 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $23,211,392 | 630,573 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,719,516 | 619,061 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,216,632 | 648,826 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,766,085 | 666,854 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||