Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$861,148
-$15,116 QoQ
Shares Held
35,762
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,417
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, 2026WHALEROCK POINT PARTNERS, LLC holds $17,592,227 across 8 Drug Manufacturers - General names. PFE ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,416 | $7,724,751 | |
| 2 | LLY |
ELI LILLY & Co
|
2,589 | $3,105,324 | |
| 3 | ABBV |
AbbVie Inc.
|
10,057 | $2,530,743 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,615 | $2,263,527 | |
| 5 | PFE |
Pfizer Inc
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|
35,762 | $861,148 | |
| 6 | AMGN |
Amgen Inc
|
1,306 | $472,928 | |
| 7 | NVS |
Novartis AG
|
2,050 | $321,276 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,424 | $312,530 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,148 | 35,762 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $876,264 | 31,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $777,029 | 31,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $943,422 | 37,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $897,510 | 37,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $942,039 | 37,176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $999,544 | 37,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,206,103 | 41,676 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,167,185 | 41,715 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,156,509 | 41,676 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,360,356 | 47,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,597,434 | 48,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,861,840 | 50,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,059,706 | 50,483 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,448,913 | 47,793 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,070,285 | 47,310 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,394,215 | 45,665 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,361,488 | 45,615 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,675,850 | 45,315 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,913,514 | 44,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,691,320 | 43,190 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,568,396 | 43,290 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,930,316 | 52,440 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $65,325 | 1,780 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,539,844 | 47,090 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,569,352 | 78,718 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||