Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,318,488
-$762,153 QoQ
Shares Held
137,811
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#769
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, 2026Crestwood Advisors Group, LLC holds $223,873,417 across 13 Drug Manufacturers - General names. PFE ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
268,723 | $68,247,580 | |
| 2 | LLY |
ELI LILLY & Co
|
44,320 | $53,158,741 | |
| 3 | AZN |
Astrazeneca PLC
|
224,312 | $42,534,041 | |
| 4 | ABBV |
AbbVie Inc.
|
122,966 | $30,943,164 | |
| 5 | MRK |
Merck & Co., Inc.
|
114,219 | $14,677,141 | |
| 6 | AMGN |
Amgen Inc
|
14,249 | $5,159,847 | |
| 7 | PFE |
Pfizer Inc
This page
|
137,811 | $3,318,488 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,797 | $2,627,492 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,488 | 137,811 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,080,641 | 145,322 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,484,207 | 139,928 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,652,507 | 143,348 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,466,320 | 143,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,450,015 | 136,149 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,658,407 | 137,897 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,892,863 | 134,515 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,755,027 | 134,204 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $4,007,044 | 144,398 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $4,271,600 | 148,371 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,077,330 | 153,070 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,116,319 | 30,434 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,199,397 | 29,397 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,581,266 | 30,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,400,232 | 31,998 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,665,701 | 31,770 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,744,286 | 33,693 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,907,846 | 32,309 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,384,362 | 32,187 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,200,371 | 30,653 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,253,050 | 34,586 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,195,809 | 32,486 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $999,229 | 27,227 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $906,706 | 27,728 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $958,145 | 29,355 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||