Position in PFE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$983,427
-$195,764 QoQ
Shares Held
40,840
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,333
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, 2026JFS WEALTH ADVISORS, LLC holds $17,102,053 across 16 Drug Manufacturers - General names. PFE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,534 | $7,754,719 | |
| 2 | ABBV |
AbbVie Inc.
|
10,506 | $2,643,729 | |
| 3 | MRK |
Merck & Co., Inc.
|
18,599 | $2,389,971 | |
| 4 | LLY |
ELI LILLY & Co
|
901 | $1,080,686 | |
| 5 | PFE |
Pfizer Inc
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|
40,840 | $983,427 | |
| 6 | NVS |
Novartis AG
|
4,893 | $766,830 | |
| 7 | AZN |
Astrazeneca PLC
|
2,497 | $473,481 | |
| 8 | AMGN |
Amgen Inc
|
1,004 | $363,568 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,427 | 40,840 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,179,191 | 41,994 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,090,445 | 43,793 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,215,141 | 47,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,047,289 | 43,205 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,111,944 | 43,881 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,121,104 | 42,258 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,318,101 | 45,546 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,272,390 | 45,475 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,296,285 | 46,713 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,376,651 | 47,817 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,598,727 | 48,198 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,733,166 | 47,251 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,892,426 | 46,383 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,388,911 | 46,622 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,079,300 | 47,516 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,506,992 | 47,816 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,449,135 | 47,308 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,775,999 | 47,011 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,913,815 | 44,497 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,729,971 | 44,177 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,598,322 | 44,116 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,662,229 | 45,157 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,671,830 | 45,554 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,489,486 | 45,550 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,701,977 | 52,144 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||