Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,679,207
-$514,934 QoQ
Shares Held
152,791
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#727
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $133,198,589 across 14 Drug Manufacturers - General names. PFE ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
37,313 | $44,754,335 | |
| 2 | ABBV |
AbbVie Inc.
|
111,476 | $28,051,820 | |
| 3 | JNJ |
Johnson & Johnson
|
90,574 | $23,003,078 | |
| 4 | MRK |
Merck & Co., Inc.
|
81,333 | $10,451,290 | |
| 5 | AMGN |
Amgen Inc
|
17,744 | $6,425,457 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
39,409 | $4,978,933 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,767 | $3,904,734 | |
| 8 | PFE |
Pfizer Inc
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|
152,791 | $3,679,207 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,679,207 | 152,791 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,194,141 | 149,364 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,563,937 | 143,130 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,831,453 | 150,371 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,972,866 | 122,643 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,999,267 | 118,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,984,731 | 112,504 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,686,174 | 127,373 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,346,240 | 119,594 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,857,194 | 138,998 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,447,372 | 119,742 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,550,170 | 167,325 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,322,384 | 172,366 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,686,680 | 65,850 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,545,193 | 69,188 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,894,326 | 43,289 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $2,338,115 | 44,595 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,139,861 | 41,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,421,050 | 41,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,361,094 | 31,646 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,268,000 | 32,380 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,393,152 | 38,453 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,623,321 | 44,100 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,276,057 | 34,770 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $514,306 | 15,728 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $533,826 | 16,355 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||