Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$614,377
+$54,181 QoQ
Shares Held
25,514
+27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,613
of 2,821 holders
Holding Since
Mar 2023
13 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, 2026BIP Wealth, LLC holds $16,975,525 across 10 Drug Manufacturers - General names. PFE ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,598 | $4,315,549 | |
| 2 | JNJ |
Johnson & Johnson
|
15,685 | $3,983,519 | |
| 3 | AMGN |
Amgen Inc
|
9,380 | $3,396,685 | |
| 4 | ABBV |
AbbVie Inc.
|
9,049 | $2,277,090 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,615 | $850,027 | |
| 6 | PFE |
Pfizer Inc
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|
25,514 | $614,377 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,520 | $571,056 | |
| 8 | NVS |
Novartis AG
|
2,929 | $459,032 |
All Filings in PFE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,377 | 25,514 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $560,196 | 19,950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $366,851 | 14,733 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $208,910 | 8,199 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $202,593 | 7,995 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $314,460 | 11,853 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,876 | 10,673 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $202,295 | 7,230 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $216,033 | 7,785 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $228,189 | 7,926 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $285,859 | 8,618 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $330,009 | 8,997 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $533,336 | 13,072 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||