Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,504,584
-$2,981,876 QoQ
Shares Held
976,104
+3.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#258
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Dec 31, 2023CallValue
$39
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Destination Wealth Management holds $169,220,042 across 8 Drug Manufacturers - General names. PFE ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
280,450 | $71,225,886 | |
| 2 | LLY |
ELI LILLY & Co
|
56,810 | $68,139,623 | |
| 3 | PFE |
Pfizer Inc
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|
976,104 | $23,504,584 | |
| 4 | ABBV |
AbbVie Inc.
|
10,699 | $2,692,296 | |
| 5 | NVO |
Novo Nordisk A S
|
39,942 | $1,914,819 | |
| 6 | MRK |
Merck & Co., Inc.
|
6,119 | $786,291 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,997 | $504,980 | |
| 8 | AMGN |
Amgen Inc
|
1,247 | $451,563 |
All Filings in PFE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,504,584 | 976,104 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,486,460 | 943,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,365,859 | 817,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,919,475 | 860,262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,888,144 | 820,468 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,572,616 | 772,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,137,791 | 683,671 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $20,371,676 | 703,928 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $18,607,287 | 665,021 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,503,201 | 630,746 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39 | 100 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $15,047,899 | 522,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103 | 100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $19,946,281 | 601,335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,220,076 | 578,519 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $206 | 100 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $428 | 100 | Call | Sole | 2023-05-05 | |
| 2023-03-31 | $23,100,674 | 566,193 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $28,386,242 | 553,986 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,794,197 | 566,595 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,797,174 | 568,323 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $29,693,304 | 573,562 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,421,957 | 582,929 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $25,081,152 | 583,147 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $22,858,827 | 583,729 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,546,974 | 567,126 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $19,684,221 | 534,752 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,397,802 | 528,551 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,079,260 | 522,301 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,796,260 | 514,592 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||