Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$269,094
-$22,151 QoQ
Shares Held
11,175
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,207
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, 2026Plante Moran Financial Advisors, LLC holds $5,321,402 across 15 Drug Manufacturers - General names. PFE ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,905 | $2,261,602 | |
| 2 | LLY |
ELI LILLY & Co
|
839 | $1,006,321 | |
| 3 | AMGN |
Amgen Inc
|
2,109 | $763,711 | |
| 4 | ABBV |
AbbVie Inc.
|
2,355 | $592,612 | |
| 5 | PFE |
Pfizer Inc
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|
11,175 | $269,094 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,290 | $165,765 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,848 | $106,481 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
677 | $85,532 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,094 | 11,175 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $291,245 | 10,372 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $135,331 | 5,435 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $143,732 | 5,641 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $167,571 | 6,913 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $170,639 | 6,734 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $185,338 | 6,986 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $255,308 | 8,822 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $271,322 | 9,697 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $314,934 | 11,349 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $470,687 | 16,349 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $646,781 | 19,499 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,035,366 | 28,227 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $789,398 | 19,348 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,176,316 | 22,957 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $977,642 | 22,341 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,239,864 | 23,648 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $960,851 | 18,560 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,138,247 | 19,276 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $949,918 | 22,086 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $982,798 | 25,097 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,028,279 | 28,382 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,117,735 | 30,365 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,050,756 | 28,631 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $983,290 | 30,070 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,017,289 | 31,167 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||