Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,589,544
-$305,097 QoQ
Shares Held
66,011
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,068
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BSW Wealth Partners holds $16,171,442 across 12 Drug Manufacturers - General names. PFE ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,390 | $4,066,068 | |
| 2 | ABBV |
AbbVie Inc.
|
10,424 | $2,623,095 | |
| 3 | MRK |
Merck & Co., Inc.
|
17,580 | $2,259,030 | |
| 4 | PFE |
Pfizer Inc
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|
66,011 | $1,589,544 | |
| 5 | JNJ |
Johnson & Johnson
|
5,260 | $1,335,882 | |
| 6 | AMGN |
Amgen Inc
|
2,598 | $940,787 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
14,637 | $843,383 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,275 | $792,783 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,544 | 66,011 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,894,641 | 67,473 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,438,099 | 57,755 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,637,625 | 64,271 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,503,995 | 62,046 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,779,096 | 70,209 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,404,365 | 52,935 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,499,786 | 51,824 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,432,715 | 51,205 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,402,207 | 50,530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,479,978 | 51,406 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,829,988 | 55,170 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,954,127 | 53,275 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,250,242 | 55,153 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,969,870 | 57,960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,494,451 | 57,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,977,447 | 56,789 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,945,402 | 56,894 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,380,317 | 57,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,093,984 | 48,686 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,189,788 | 55,919 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,075,057 | 84,876 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,156,533 | 31,419 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $870,559 | 23,721 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $619,763 | 18,953 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $620,844 | 19,021 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||