Position in PFE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$915,184
+$649,800 QoQ
Shares Held
38,006
+302.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,377
of 2,821 holders
Holding Since
Mar 2020
25 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, 2026Aspen Investment Management Inc holds $18,932,992 across 9 Drug Manufacturers - General names. PFE ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,458 | $4,687,778 | |
| 2 | LLY |
ELI LILLY & Co
|
3,349 | $4,016,891 | |
| 3 | ABBV |
AbbVie Inc.
|
13,782 | $3,468,102 | |
| 4 | AMGN |
Amgen Inc
|
7,645 | $2,768,407 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,285 | $1,456,921 | |
| 6 | PFE |
Pfizer Inc
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|
38,006 | $915,184 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,310 | $810,835 | |
| 8 | NVS |
Novartis AG
|
3,736 | $585,505 |
All Filings in PFE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,184 | 38,006 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $265,384 | 9,451 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $245,289 | 9,851 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $263,270 | 10,861 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $305,625 | 12,061 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $333,535 | 12,572 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $500,690 | 17,301 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $484,081 | 17,301 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $499,527 | 18,001 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $525,446 | 18,251 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $625,951 | 18,871 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $701,358 | 19,121 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $780,136 | 19,121 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,039,044 | 20,278 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $901,674 | 20,605 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,101,292 | 21,005 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,110,725 | 21,455 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,282,861 | 21,725 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $934,392 | 21,725 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $987,536 | 25,218 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $925,096 | 25,534 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $1,457,749 | 39,602 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,455,667 | 39,664 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $983,715 | 30,083 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $842,143 | 25,801 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||