Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,713,653
-$830,086 QoQ
Shares Held
71,165
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,022
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $42,950,041 across 11 Drug Manufacturers - General names. PFE ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,271 | $13,518,776 | |
| 2 | JNJ |
Johnson & Johnson
|
37,265 | $9,464,192 | |
| 3 | AMGN |
Amgen Inc
|
16,562 | $5,997,431 | |
| 4 | ABBV |
AbbVie Inc.
|
21,335 | $5,368,739 | |
| 5 | MRK |
Merck & Co., Inc.
|
23,911 | $3,072,563 | |
| 6 | PFE |
Pfizer Inc
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|
71,165 | $1,713,653 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,741 | $1,137,476 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,753 | $853,174 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,713,653 | 71,165 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,543,739 | 90,589 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,316,646 | 93,038 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,279,568 | 89,465 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,112,200 | 87,137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,605,729 | 142,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,742,029 | 141,049 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,481,749 | 85,755 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,255,943 | 80,627 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,275,306 | 45,957 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,542,654 | 53,583 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,719,333 | 51,834 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,208,576 | 60,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,798,276 | 93,095 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,036,840 | 98,299 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,221,570 | 96,471 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,224,966 | 80,583 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,959,214 | 76,477 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,458,381 | 58,567 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,447,157 | 33,647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,305,711 | 33,343 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,233,269 | 34,040 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,248,190 | 33,909 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,234,733 | 33,644 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,028,873 | 31,464 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $891,854 | 27,324 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||