Position in PFE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,165,177
-$265,231 QoQ
Shares Held
89,916
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#921
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, 2026Ascent Wealth Partners, LLC holds $36,435,678 across 7 Drug Manufacturers - General names. PFE ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
64,219 | $16,160,069 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
58,756 | $7,423,233 | |
| 3 | AMGN |
Amgen Inc
|
14,199 | $5,141,741 | |
| 4 | NVS |
Novartis AG
|
16,473 | $2,581,648 | |
| 5 | MRK |
Merck & Co., Inc.
|
17,254 | $2,217,139 | |
| 6 | PFE |
Pfizer Inc
This page
|
89,916 | $2,165,177 | |
| 7 | JNJ |
Johnson & Johnson
|
2,940 | $746,671 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,177 | 89,916 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,430,408 | 86,553 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,096,007 | 84,177 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,687,795 | 66,240 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,480,991 | 61,097 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,941,728 | 76,627 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,005,349 | 75,588 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,166,274 | 74,854 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,105,746 | 75,259 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,852,118 | 66,743 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,192,827 | 41,432 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,416,325 | 42,699 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,528,052 | 41,659 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,637,263 | 40,129 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,972,944 | 38,504 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,608,442 | 36,756 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,957,998 | 37,345 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,669,582 | 32,250 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,837,281 | 31,114 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,252,838 | 29,129 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $993,645 | 25,374 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $520,443 | 14,365 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $522,186 | 14,186 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $512,441 | 13,963 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $435,106 | 13,306 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $436,265 | 13,366 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||