Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,249,288
-$607,009 QoQ
Shares Held
93,409
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#904
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. PFE ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
130,109 | $33,043,781 | |
| 2 | LLY |
ELI LILLY & Co
|
25,798 | $30,942,896 | |
| 3 | ABBV |
AbbVie Inc.
|
79,804 | $20,081,878 | |
| 4 | MRK |
Merck & Co., Inc.
|
91,089 | $11,704,936 | |
| 5 | AMGN |
Amgen Inc
|
16,770 | $6,072,752 | |
| 6 | PFE |
Pfizer Inc
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|
93,409 | $2,249,288 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,443 | $1,319,368 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
21,171 | $1,219,873 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,249,288 | 93,409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,856,297 | 101,720 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,665,221 | 107,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,616,769 | 102,699 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,887,032 | 119,102 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,395,635 | 134,003 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,813,315 | 143,736 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,017,703 | 173,383 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,513,122 | 197,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,741,197 | 206,890 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,257,621 | 217,354 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,793,921 | 234,969 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,095,062 | 247,957 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $10,275,683 | 251,855 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,246,410 | 258,517 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,614,735 | 265,419 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,083,693 | 268,619 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,019,160 | 270,797 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,986,369 | 270,726 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,894,458 | 276,551 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,232,341 | 286,832 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,862,007 | 299,807 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,540,319 | 340,677 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,849,096 | 322,864 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,524,047 | 321,836 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,998,326 | 336,959 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||