Position in PFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,283,145
-$492,029 QoQ
Shares Held
94,815
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#895
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $17,924,673 across 8 Drug Manufacturers - General names. PFE ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,149 | $4,101,361 | |
| 2 | AMGN |
Amgen Inc
|
8,964 | $3,246,043 | |
| 3 | NVS |
Novartis AG
|
20,231 | $3,170,602 | |
| 4 | ABBV |
AbbVie Inc.
|
10,847 | $2,729,539 | |
| 5 | PFE |
Pfizer Inc
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|
94,815 | $2,283,145 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,047 | $905,539 | |
| 7 | LLY |
ELI LILLY & Co
|
740 | $887,578 | |
| 8 | SNY |
Sanofi
|
14,085 | $600,866 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283,145 | 94,815 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,775,174 | 98,831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,649,011 | 106,386 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $2,898,757 | 113,766 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,226,828 | 133,120 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,712,892 | 146,523 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,171,418 | 157,234 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,840,562 | 167,262 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,796,527 | 171,427 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,932,201 | 177,737 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $768,145 | 26,681 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $956,257 | 28,829 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,083,967 | 29,552 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,186,749 | 29,087 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,507,429 | 29,419 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,280,155 | 29,254 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,540,865 | 29,389 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,551,909 | 29,977 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $10,053,853 | 170,260 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $7,406,795 | 172,211 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,725,769 | 171,751 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,344,923 | 175,129 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $6,446,498 | 175,129 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $6,383,811 | 173,946 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,836,857 | 178,497 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,057,626 | 154,952 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||