Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$306,634
-$50,936 QoQ
Shares Held
12,734
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,111
of 2,820 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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $15,714,112 across 10 Drug Manufacturers - General names. PFE ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,538 | $8,263,675 | |
| 2 | ABBV |
AbbVie Inc.
|
20,810 | $5,236,628 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | NVS |
Novartis AG
|
5,120 | $802,406 | |
| 5 | PFE |
Pfizer Inc
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|
12,734 | $306,634 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,000 | $172,860 | |
| 7 | MRK |
Merck & Co., Inc.
|
400 | $51,400 | |
| 8 | AMGN |
Amgen Inc
|
50 | $18,106 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,634 | 12,734 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $357,570 | 12,734 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $466,601 | 18,739 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $500,401 | 19,639 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $461,505 | 19,039 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $586,342 | 23,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $505,104 | 19,039 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $542,306 | 18,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $532,711 | 19,039 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $528,332 | 19,039 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $598,486 | 20,788 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $821,886 | 24,778 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,248,037 | 34,025 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,388,220 | 34,025 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,737,292 | 33,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,353,015 | 30,919 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,615,787 | 30,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,547,923 | 29,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,465,172 | 58,682 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,465,780 | 34,080 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,162,464 | 29,685 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,082,335 | 29,874 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,659,007 | 72,236 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,427,592 | 66,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,187,142 | 36,304 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,222,072 | 37,441 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||