Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,068,212
-$285,609 QoQ
Shares Held
44,361
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,287
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, 2026YHB Investment Advisors, Inc. holds $47,554,904 across 9 Drug Manufacturers - General names. PFE ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
45,813 | $16,589,803 | |
| 2 | LLY |
ELI LILLY & Co
|
9,488 | $11,380,192 | |
| 3 | ABBV |
AbbVie Inc.
|
37,440 | $9,421,401 | |
| 4 | JNJ |
Johnson & Johnson
|
24,249 | $6,158,518 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,398 | $1,079,143 | |
| 6 | PFE |
Pfizer Inc
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|
44,361 | $1,068,212 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,454 | $689,058 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,753 | $619,587 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,212 | 44,361 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,353,821 | 48,213 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,206,205 | 48,442 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,274,305 | 50,012 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,306,487 | 53,898 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,533,222 | 60,506 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,606,577 | 60,557 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,827,184 | 63,137 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,937,419 | 69,243 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,792,483 | 64,594 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,984,696 | 68,937 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,505,960 | 75,549 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,809,467 | 76,594 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,260,124 | 79,905 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,079,780 | 79,621 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,522,198 | 80,489 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,170,858 | 79,551 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,114,938 | 79,485 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,953,527 | 83,887 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,688,451 | 85,758 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,504,467 | 89,491 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,326,022 | 91,803 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,555,367 | 96,587 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,493,212 | 95,183 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,945,226 | 151,230 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,967,442 | 152,189 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||