Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$365,486
+$350,127 QoQ
Shares Held
15,178
+2674.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,975
of 2,821 holders
Holding Since
Mar 2020
22 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, 2026IMA Advisory Services, Inc. holds $10,353,187 across 15 Drug Manufacturers - General names. PFE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
11,097 | $2,792,449 | |
| 2 | JNJ |
Johnson & Johnson
|
10,737 | $2,726,875 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,561 | $2,642,088 | |
| 4 | LLY |
ELI LILLY & Co
|
579 | $694,470 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
8,115 | $467,586 | |
| 6 | PFE |
Pfizer Inc
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|
15,178 | $365,486 | |
| 7 | AZN |
Astrazeneca PLC
|
1,743 | $330,507 | |
| 8 | NVS |
Novartis AG
|
743 | $116,442 |
All Filings in PFE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,486 | 15,178 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,359 | 547 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,111 | 888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,218 | 715 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,210 | 710 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,281 | 682 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $19,737 | 682 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $140,043 | 4,222 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $154,862 | 4,222 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $171,196 | 4,196 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,046,371 | 59,453 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,769,089 | 63,279 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,359,137 | 64,069 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,362,254 | 64,946 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $3,964,321 | 67,135 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,983,302 | 69,363 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,731,331 | 69,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,672,542 | 73,766 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,719,117 | 73,869 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,784,022 | 75,859 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,274,548 | 69,558 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,260 | 682 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||