Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,226,346
-$224,940 QoQ
Shares Held
50,928
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,201
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, 2026Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. PFE ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,597 | $54,690,414 | |
| 2 | JNJ |
Johnson & Johnson
|
204,425 | $51,917,817 | |
| 3 | AMGN |
Amgen Inc
|
95,220 | $34,481,066 | |
| 4 | ABBV |
AbbVie Inc.
|
78,277 | $19,697,624 | |
| 5 | NVO |
Novo Nordisk A S
|
305,796 | $14,659,860 | |
| 6 | MRK |
Merck & Co., Inc.
|
47,191 | $6,064,043 | |
| 7 | PFE |
Pfizer Inc
This page
|
50,928 | $1,226,346 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,917 | $1,089,997 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,346 | 50,928 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,451,286 | 51,684 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,598,978 | 64,216 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,537,463 | 60,340 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,505,134 | 62,093 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,693,979 | 66,850 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,656,427 | 62,436 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,817,403 | 62,799 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,755,717 | 62,749 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,546,173 | 91,754 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,794,616 | 97,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,998,610 | 120,549 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $4,664,632 | 127,171 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,042,496 | 74,571 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,812,204 | 74,399 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,204,676 | 73,233 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,897,541 | 74,338 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,844,284 | 74,257 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,189,184 | 70,943 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,009,151 | 69,964 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,559,027 | 65,348 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,340,023 | 64,588 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,483,828 | 67,477 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $954,088 | 25,997 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $936,692 | 28,645 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $986,053 | 30,210 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||