Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,720,384
-$901,920 QoQ
Shares Held
154,501
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#722
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $68,623,451 across 12 Drug Manufacturers - General names. PFE ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,437 | $18,515,602 | |
| 2 | JNJ |
Johnson & Johnson
|
69,174 | $17,568,120 | |
| 3 | ABBV |
AbbVie Inc.
|
43,329 | $10,903,309 | |
| 4 | MRK |
Merck & Co., Inc.
|
61,354 | $7,883,989 | |
| 5 | AMGN |
Amgen Inc
|
14,486 | $5,245,670 | |
| 6 | PFE |
Pfizer Inc
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|
154,501 | $3,720,384 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
31,027 | $1,787,775 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
10,109 | $1,277,171 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,720,384 | 154,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,622,304 | 164,612 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,789,913 | 192,366 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,262,741 | 206,544 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,341,599 | 220,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,767,561 | 227,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,142,013 | 231,512 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,633,373 | 194,657 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,668,300 | 202,584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,276,911 | 226,195 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,758,863 | 200,030 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,011,607 | 211,384 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,942,283 | 216,529 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,991,292 | 195,865 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,704,497 | 228,425 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $7,862,009 | 179,662 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,966,998 | 171,028 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,567,013 | 146,166 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,478,989 | 143,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,202,988 | 144,222 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,008,005 | 153,422 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,949,018 | 136,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,488,005 | 94,757 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,326,007 | 90,627 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $500,997 | 15,321 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $379,015 | 11,612 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||