Position in PFE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,676,546
-$95,049 QoQ
Shares Held
235,737
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#563
of 2,821 holders
Holding Since
Jun 2020
24 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, 2026J.W. COLE ADVISORS, INC. holds $121,333,460 across 13 Drug Manufacturers - General names. PFE ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
30,412 | $36,477,068 | |
| 2 | JNJ |
Johnson & Johnson
|
113,666 | $28,867,754 | |
| 3 | ABBV |
AbbVie Inc.
|
73,916 | $18,600,222 | |
| 4 | MRK |
Merck & Co., Inc.
|
100,135 | $12,867,347 | |
| 5 | AMGN |
Amgen Inc
|
16,509 | $5,978,239 | |
| 6 | PFE |
Pfizer Inc
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|
235,737 | $5,676,546 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
30,495 | $3,852,738 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
59,835 | $3,447,692 |
All Filings in PFE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,546 | 235,737 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $5,771,595 | 231,791 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,989,761 | 235,077 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,196,446 | 255,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,287,064 | 208,645 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,959,501 | 111,553 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,516,622 | 86,960 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,709,807 | 96,848 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,985,038 | 143,605 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,957,033 | 172,179 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,557,491 | 137,398 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,857,312 | 132,424 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,594,332 | 137,116 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,011,835 | 117,327 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,002,730 | 114,322 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,234,713 | 118,915 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,550,354 | 126,528 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $7,456,361 | 126,272 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,185,328 | 120,561 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,605,020 | 117,595 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,103,735 | 113,269 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,290,333 | 143,720 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,275,438 | 225,489 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,458,878 | 105,776 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||