Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,871,375
-$20,569,101 QoQ
Shares Held
2,693,994
-11.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#139
of 2,821 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $1,442,065,327 across 15 Drug Manufacturers - General names. PFE ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,488,289 | $377,980,757 | |
| 2 | LLY |
ELI LILLY & Co
|
260,045 | $311,905,800 | |
| 3 | ABBV |
AbbVie Inc.
|
929,566 | $233,915,988 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,375,512 | $176,753,292 | |
| 5 | AMGN |
Amgen Inc
|
315,585 | $114,279,640 | |
| 6 | PFE |
Pfizer Inc
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|
2,693,994 | $64,871,375 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
475,579 | $60,084,650 | |
| 8 | NVS |
Novartis AG
|
235,657 | $36,932,165 |
All Filings in PFE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,871,375 | 2,693,994 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $85,440,476 | 3,042,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,514,519 | 2,430,302 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,083,870 | 1,965,615 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,283,625 | 1,414,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,065,469 | 1,502,189 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $34,804,733 | 1,311,901 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $22,931,448 | 792,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,768,208 | 1,492,788 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $17,820,439 | 642,178 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,604,179 | 298,860 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||