Position in PFE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$19,386,518
-$2,945,000 QoQ
Shares Held
805,088
+1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#297
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $182,377,413 across 13 Drug Manufacturers - General names. PFE ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
120,363 | $30,568,591 | |
| 2 | AMGN |
Amgen Inc
|
80,582 | $29,180,353 | |
| 3 | ABBV |
AbbVie Inc.
|
103,634 | $26,078,458 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
370,909 | $21,371,776 | |
| 5 | PFE |
Pfizer Inc
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|
805,088 | $19,386,518 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
137,963 | $17,430,244 | |
| 7 | LLY |
ELI LILLY & Co
|
8,232 | $9,873,708 | |
| 8 | GSK |
GSK plc
|
182,745 | $9,579,492 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,386,518 | 805,088 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $22,331,518 | 795,282 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $19,669,755 | 789,950 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,691,884 | 105,647 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $2,369,993 | 97,772 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,424,606 | 95,683 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $2,489,282 | 93,829 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $2,833,978 | 97,926 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,600,936 | 92,957 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,443,165 | 88,042 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $2,881,043 | 100,071 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $2,838,787 | 85,583 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $3,155,909 | 86,039 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $3,658,902 | 89,679 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $4,179,441 | 81,566 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $3,533,269 | 80,742 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $4,228,322 | 80,647 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $4,167,795 | 80,506 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $4,757,126 | 80,561 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $3,482,906 | 80,979 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $3,214,095 | 82,076 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $3,108,570 | 85,801 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $2,801,608 | 76,110 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,756,826 | 75,118 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,443,542 | 74,726 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,436,016 | 74,633 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||