Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,785,527
-$462,117 QoQ
Shares Held
281,791
+9.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#516
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, 2026WealthTrust Axiom LLC holds $55,432,985 across 12 Drug Manufacturers - General names. PFE ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,745 | $10,489,016 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
119,517 | $6,886,569 | |
| 3 | PFE |
Pfizer Inc
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|
281,791 | $6,785,527 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
42,122 | $5,321,693 | |
| 5 | JNJ |
Johnson & Johnson
|
20,387 | $5,177,686 | |
| 6 | MRK |
Merck & Co., Inc.
|
40,221 | $5,168,398 | |
| 7 | NVS |
Novartis AG
|
32,676 | $5,120,982 | |
| 8 | NVO |
Novo Nordisk A S
|
81,667 | $3,915,115 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,785,527 | 281,791 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,247,644 | 258,107 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,981,353 | 240,215 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,156,528 | 241,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,815,782 | 239,925 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,033,580 | 238,105 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,243,601 | 197,648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,169,060 | 178,613 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,536,733 | 162,142 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,114,270 | 148,262 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,501,065 | 121,607 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,366,589 | 101,495 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,233,972 | 115,430 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,706,606 | 115,358 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,881,839 | 114,790 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,112,918 | 116,840 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,130,744 | 116,932 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,055,795 | 116,975 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,939,437 | 117,518 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,091,781 | 118,386 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,751,321 | 121,331 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,307,747 | 118,900 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,249,439 | 88,276 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,249,818 | 88,551 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,880,840 | 88,099 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,973,402 | 91,097 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||