Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$898,184
-$54,654 QoQ
Shares Held
37,300
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,393
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, 2026ASPIRIANT, LLC holds $17,403,489 across 11 Drug Manufacturers - General names. PFE ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,981 | $5,074,574 | |
| 2 | ABBV |
AbbVie Inc.
|
10,553 | $2,655,556 | |
| 3 | LLY |
ELI LILLY & Co
|
1,913 | $2,294,509 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,559 | $2,256,331 | |
| 5 | AMGN |
Amgen Inc
|
4,009 | $1,451,739 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
18,578 | $1,070,464 | |
| 7 | PFE |
Pfizer Inc
This page
|
37,300 | $898,184 | |
| 8 | NVS |
Novartis AG
|
4,290 | $672,328 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,184 | 37,300 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $952,838 | 33,933 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $712,961 | 28,633 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $714,204 | 28,030 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $670,284 | 27,652 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $738,078 | 29,127 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $836,729 | 31,539 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,100,067 | 38,012 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $999,949 | 35,738 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,133,726 | 40,855 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,251,674 | 43,476 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,452,812 | 43,799 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,575,956 | 42,965 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,643,913 | 40,292 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,058,720 | 40,178 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,182,132 | 27,014 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,343,885 | 25,632 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,365,847 | 26,383 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,637,220 | 27,726 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,121,055 | 26,065 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,036,526 | 26,469 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $982,919 | 27,130 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $904,937 | 24,584 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,906,746 | 51,955 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $864,752 | 26,445 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $792,465 | 24,279 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||