Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,058,123
-$155,410 QoQ
Shares Held
43,942
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,298
of 2,821 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $114,362,814 across 9 Drug Manufacturers - General names. PFE ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
139,806 | $35,180,781 | |
| 2 | LLY |
ELI LILLY & Co
|
20,478 | $24,561,929 | |
| 3 | JNJ |
Johnson & Johnson
|
74,070 | $18,811,557 | |
| 4 | MRK |
Merck & Co., Inc.
|
141,678 | $18,205,623 | |
| 5 | AMGN |
Amgen Inc
|
35,923 | $13,008,436 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
17,512 | $2,212,466 | |
| 7 | PFE |
Pfizer Inc
This page
|
43,942 | $1,058,123 | |
| 8 | AZN |
Astrazeneca PLC
|
5,258 | $997,021 |
All Filings in PFE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,123 | 43,942 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,213,533 | 43,217 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $931,683 | 37,417 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,703,592 | 66,860 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,517,351 | 62,597 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,528,331 | 60,313 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,484,990 | 55,974 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,509,799 | 52,170 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $1,448,720 | 51,777 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,421,743 | 51,234 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,185,716 | 41,185 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,430,655 | 43,131 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,599,578 | 43,609 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,639,711 | 40,189 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,070,915 | 40,416 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,759,545 | 40,209 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,125,931 | 40,548 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,012,662 | 38,877 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||