Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,073,173
-$204,438 QoQ
Shares Held
44,567
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,286
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, 2026Forvis Mazars Wealth Advisors, LLC holds $83,206,945 across 10 Drug Manufacturers - General names. PFE ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,430 | $50,891,819 | |
| 2 | JNJ |
Johnson & Johnson
|
56,938 | $14,460,543 | |
| 3 | ABBV |
AbbVie Inc.
|
28,316 | $7,125,438 | |
| 4 | MRK |
Merck & Co., Inc.
|
49,526 | $6,364,091 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,031 | $1,442,286 | |
| 6 | PFE |
Pfizer Inc
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|
44,567 | $1,073,173 | |
| 7 | AMGN |
Amgen Inc
|
2,240 | $811,148 | |
| 8 | AZN |
Astrazeneca PLC
|
2,202 | $417,543 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,173 | 44,567 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,277,611 | 45,499 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,121,919 | 45,057 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,199,904 | 47,092 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,185,772 | 48,918 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,330,071 | 52,489 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,339,579 | 50,493 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,842,841 | 63,678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,228,690 | 79,653 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,736,899 | 98,627 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,366,406 | 151,664 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,432,449 | 163,776 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,155,240 | 195,072 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,259,168 | 153,411 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,731,347 | 150,885 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,648,850 | 151,939 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,811,388 | 148,987 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,643,333 | 128,324 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,128,811 | 120,725 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,254,832 | 122,177 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $5,075,840 | 129,618 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,963,763 | 137,007 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,305,572 | 144,134 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $5,114,213 | 139,352 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,419,998 | 135,168 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,259,122 | 130,488 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||