Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$417,667
-$65,617 QoQ
Shares Held
17,345
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,879
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, 2026Winch Advisory Services, LLC holds $1,689,136 across 12 Drug Manufacturers - General names. PFE ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,243 | $823,624 | |
| 2 | PFE |
Pfizer Inc
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|
17,345 | $417,667 | |
| 3 | ABBV |
AbbVie Inc.
|
692 | $174,134 | |
| 4 | LLY |
ELI LILLY & Co
|
105 | $125,940 | |
| 5 | MRK |
Merck & Co., Inc.
|
453 | $58,210 | |
| 6 | GSK |
GSK plc
|
652 | $34,177 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
213 | $26,910 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
311 | $17,919 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,667 | 17,345 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $483,284 | 17,211 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $423,349 | 17,002 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $460,678 | 18,080 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $424,224 | 17,501 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $472,692 | 18,654 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $458,040 | 17,265 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $469,175 | 16,212 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $494,714 | 17,681 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $422,188 | 15,214 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $359,385 | 12,483 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $361,586 | 10,901 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $394,236 | 10,748 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $391,557 | 9,597 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $462,850 | 9,033 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $398,040 | 9,096 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $494,677 | 9,435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $502,583 | 9,708 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $589,496 | 9,983 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $400,036 | 9,301 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $354,358 | 9,049 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $240,820 | 6,647 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $109,914 | 2,986 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $58,389 | 1,591 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $44,570 | 1,363 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $41,974 | 1,286 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||