Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,918,911
+$141,111 QoQ
Shares Held
79,689
+25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#987
of 2,821 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $11,731,822 across 9 Drug Manufacturers - General names. PFE ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
8,898 | $2,239,092 | |
| 2 | JNJ |
Johnson & Johnson
|
8,462 | $2,149,094 | |
| 3 | PFE |
Pfizer Inc
This page
|
79,689 | $1,918,911 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
30,557 | $1,760,694 | |
| 5 | AMGN |
Amgen Inc
|
4,328 | $1,567,255 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,172 | $921,602 | |
| 7 | LLY |
ELI LILLY & Co
|
360 | $431,794 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,040 | $384,073 |
All Filings in PFE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,918,911 | 79,689 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,777,800 | 63,312 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,383,717 | 55,571 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,738,220 | 68,219 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,547,917 | 63,858 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,452,640 | 57,326 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,211,784 | 45,676 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $720,866 | 24,909 | Shares | Sole | 2024-10-28 | |
| 2022-12-31 | $2,038,532 | 39,784 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,267,818 | 51,824 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,980,960 | 56,856 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,090,513 | 59,697 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,532,075 | 59,815 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,420,301 | 56,273 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,150,079 | 54,905 | Shares | Sole | 2021-08-09 | |
| 2020-03-31 | $238,598 | 7,310 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||