Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,179,191
-$575,176 QoQ
Shares Held
90,498
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#919
of 2,821 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2026CallValue
$14,448
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. PFE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
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|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in PFE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,448 | 600 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $2,179,191 | 90,498 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,754,367 | 98,090 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $34,860 | 1,400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $2,550,158 | 102,416 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,672 | 140,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $3,002,053 | 117,820 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $53,328 | 2,200 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $3,568,879 | 147,231 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,622,047 | 249,606 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $8,701,476 | 300,673 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $10,216,924 | 365,151 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,093,564 | 327,696 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,019,943 | 278,567 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $10,869,676 | 327,696 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $12,059,430 | 328,774 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,222,839 | 348,599 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,741,593 | 346,245 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $14,748,475 | 337,031 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $10,249,906 | 195,497 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $11,304,703 | 218,364 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $20,618,251 | 349,166 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $15,038,059 | 349,641 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $13,095,808 | 334,418 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $8,732,733 | 241,036 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,016,370 | 163,444 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $6,616,231 | 180,279 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,197,570 | 128,366 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $4,138,091 | 126,780 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||