Position in PFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$280,845
-$56,648 QoQ
Shares Held
11,663
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,173
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, 2026Capital Advisors, Ltd. LLC holds $5,862,596 across 10 Drug Manufacturers - General names. PFE ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,191 | $1,428,521 | |
| 2 | JNJ |
Johnson & Johnson
|
4,524 | $1,148,960 | |
| 3 | AMGN |
Amgen Inc
|
2,998 | $1,085,635 | |
| 4 | ABBV |
AbbVie Inc.
|
4,023 | $1,012,347 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,345 | $558,332 | |
| 6 | PFE |
Pfizer Inc
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|
11,663 | $280,845 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,319 | $166,642 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,274 | $131,027 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,845 | 11,663 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $337,493 | 12,019 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $298,426 | 11,985 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $305,173 | 11,977 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $296,479 | 12,231 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $343,762 | 13,566 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $376,248 | 14,182 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $415,723 | 14,365 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $401,876 | 14,363 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $410,561 | 14,795 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $427,128 | 14,836 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $459,669 | 13,858 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $525,294 | 14,321 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $457,327 | 11,209 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $537,405 | 10,488 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $445,082 | 10,171 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $535,467 | 10,213 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $524,947 | 10,140 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $685,452 | 11,608 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $465,024 | 10,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $410,318 | 10,478 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $379,617 | 10,478 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $385,695 | 10,478 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $401,020 | 10,927 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $357,280 | 10,926 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $356,591 | 10,925 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||