Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$807,282
-$298,199 QoQ
Shares Held
33,525
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,448
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, 2026Valmark Advisers, Inc. holds $25,445,603 across 11 Drug Manufacturers - General names. PFE ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,846 | $7,011,868 | |
| 2 | JNJ |
Johnson & Johnson
|
23,608 | $5,995,723 | |
| 3 | MRK |
Merck & Co., Inc.
|
26,899 | $3,456,521 | |
| 4 | AMGN |
Amgen Inc
|
8,535 | $3,090,694 | |
| 5 | ABBV |
AbbVie Inc.
|
10,340 | $2,601,957 | |
| 6 | NVS |
Novartis AG
|
8,050 | $1,261,596 | |
| 7 | PFE |
Pfizer Inc
This page
|
33,525 | $807,282 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,261 | $411,994 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,282 | 33,525 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,105,481 | 39,369 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $992,115 | 39,844 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,058,846 | 41,556 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $950,862 | 39,227 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,019,098 | 40,217 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,106,725 | 41,716 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,179,623 | 40,761 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,222,334 | 43,686 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,337,494 | 48,198 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,317,977 | 45,779 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,602,973 | 48,326 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,837,081 | 50,084 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,090,510 | 51,238 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,581,778 | 50,386 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,816,827 | 41,518 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,180,616 | 41,591 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,119,826 | 40,947 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,526,454 | 42,785 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,444,232 | 33,579 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,597,767 | 40,801 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,444,707 | 39,876 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,389,209 | 37,740 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,166,361 | 31,781 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,054,641 | 32,252 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,069,676 | 32,772 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||