Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,885,578
-$350,866 QoQ
Shares Held
119,833
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#813
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2026CallValue
$392,504
CallShares
16,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Focused Wealth Management, Inc holds $11,871,008 across 7 Drug Manufacturers - General names. PFE ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
This page
|
119,833 | $2,885,578 | |
| 2 | LLY |
ELI LILLY & Co
|
2,178 | $2,612,358 | |
| 3 | ABBV |
AbbVie Inc.
|
9,724 | $2,446,947 | |
| 4 | JNJ |
Johnson & Johnson
|
8,891 | $2,258,047 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,826 | $1,005,641 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,585 | $437,047 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,784 | $225,390 |
All Filings in PFE
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,504 | 16,300 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $2,885,578 | 119,833 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,236,444 | 115,258 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,731,953 | 109,717 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $1,220,100 | 49,000 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $2,802,366 | 109,983 | Shares | Sole | 2025-10-10 | |
| 2025-09-30 | $1,248,520 | 49,000 | Call | Sole | 2025-10-10 | |
| 2025-06-30 | $2,629,361 | 108,472 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,676,157 | 105,610 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,551,681 | 96,181 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,029,902 | 104,696 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,946,405 | 105,304 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,293,453 | 118,683 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,850,230 | 133,735 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,335,276 | 100,551 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,321,814 | 90,562 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,061,754 | 75,043 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,977,402 | 77,623 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,370,438 | 77,021 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,062,011 | 96,548 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,270,496 | 101,806 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,159,977 | 104,318 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,408,826 | 102,507 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,968,396 | 101,338 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,624,847 | 100,051 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,023,242 | 82,131 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,509,029 | 68,366 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,258,493 | 69,067 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,165,008 | 66,330 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||