Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,912,529
-$204,871 QoQ
Shares Held
79,424
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#989
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $46,072,826 across 12 Drug Manufacturers - General names. PFE ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,670 | $10,399,058 | |
| 2 | JNJ |
Johnson & Johnson
|
38,004 | $9,651,875 | |
| 3 | ABBV |
AbbVie Inc.
|
35,331 | $8,890,692 | |
| 4 | AMGN |
Amgen Inc
|
13,323 | $4,824,524 | |
| 5 | MRK |
Merck & Co., Inc.
|
33,988 | $4,367,458 | |
| 6 | PFE |
Pfizer Inc
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|
79,424 | $1,912,529 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,589 | $1,843,174 | |
| 8 | NVO |
Novo Nordisk A S
|
31,634 | $1,516,533 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,912,529 | 79,424 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,117,400 | 75,406 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $589,731 | 23,684 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $532,557 | 20,901 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $483,466 | 19,945 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $462,024 | 18,233 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $536,967 | 20,240 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $645,940 | 22,320 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $599,415 | 21,423 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $494,699 | 17,827 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $576,289 | 20,017 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $700,019 | 21,104 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $809,857 | 22,079 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,318,908 | 56,836 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,874,973 | 56,108 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,258,934 | 51,621 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,791,006 | 53,233 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,148,765 | 41,506 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,336,490 | 39,568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,682,637 | 39,122 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,351,254 | 34,506 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,209,973 | 33,397 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,169,711 | 31,777 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,107,788 | 30,185 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $864,817 | 26,447 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $947,733 | 29,036 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||