EP Wealth Advisors, LLC

Position in PFE — Pfizer Inc

CIK 1540569 TORRANCE, CA

Position in PFE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,952,720

-$705,553 QoQ

Shares Held

247,206

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#546

of 2,821 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. PFE ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	708,767	$180,005,554
2	LLY	ELI LILLY & Co	96,123	$115,292,819
3	ABBV	AbbVie Inc.	297,328	$74,819,617
4	MRK	Merck & Co., Inc.	282,377	$36,285,444
5	AMGN	Amgen Inc	70,291	$25,453,776
6	GILD	Gilead Sciences, Inc.	113,192	$14,300,677
7	NVS	Novartis AG	38,592	$6,048,138
8	PFE	Pfizer Inc This page	247,206	$5,952,720

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,952,720	247,206	+4.3%	Shares	Sole	2026-08-12
2026-03-31	$6,658,273	237,118	-8.4%	Shares	Sole	2026-05-14
2025-12-31	$6,442,476	258,734	-6.4%	Shares	Sole	2026-02-18
2025-06-30	$6,703,644	276,553	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$7,078,652	279,347	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$8,192,490	308,801	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$9,171,230	316,905	-5.5%	Shares	Sole	2024-11-15
2024-06-30	$9,380,043	335,241	-0.2%	Shares	Sole	2024-08-19
2024-03-31	$9,325,720	336,062	+0.9%	Shares	Sole	2024-05-14
2023-12-31	$9,592,770	333,198	-8.0%	Shares	Sole	2024-02-28
2023-09-30	$12,011,719	362,126	+11042.3%	Shares	Sole	2023-11-24
2023-06-30	$119,210	3,250	-98.9%	Shares	Sole	2023-08-14
2023-03-31	$11,830,000	289,951	+80.5%	Shares	Sole	2023-06-05
2022-12-31	$8,229,861	160,614	+9.5%	Shares	Sole	2023-06-12
2022-09-30	$6,419,373	146,695	+36.2%	Shares	Sole	2022-12-02
2022-06-30	$5,647,864	107,722	+12.1%	Shares	Sole	2022-08-11
2022-03-31	$4,975,148	96,101	-3.9%	Shares	Sole	2022-05-20
2021-12-31	$5,907,421	100,041	+3.8%	Shares	Sole	2022-02-17
2021-09-30	$4,146,250	96,402	-2.8%	Shares	Sole	2021-11-23
2021-06-30	$3,885,416	99,219	+0.5%	Shares	Sole	2021-08-24
2021-03-31	$3,577,893	98,755	+2.6%	Shares	Sole	2021-05-17
2020-12-31	$3,543,072	96,253	+8.0%	Shares	Sole	2021-02-18
2020-09-30	$3,269,306	89,082	+4.2%	Shares	Sole	2020-11-17
2020-06-30	$2,794,708	85,465	-13.3%	Shares	Sole	2020-08-14
2020-03-31	$3,215,753	98,522	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.