Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,552,236
-$508,925 QoQ
Shares Held
272,103
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#526
of 2,820 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2026CallValue
$28,896
CallShares
1,200
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, 2026Merit Financial Group, LLC holds $230,161,066 across 16 Drug Manufacturers - General names. PFE ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,883 | $55,033,445 | |
| 2 | JNJ |
Johnson & Johnson
|
209,661 | $53,247,600 | |
| 3 | ABBV |
AbbVie Inc.
|
108,652 | $27,341,184 | |
| 4 | MRK |
Merck & Co., Inc.
|
209,288 | $26,893,505 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
387,188 | $22,309,767 | |
| 6 | AMGN |
Amgen Inc
|
31,151 | $11,280,394 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
57,490 | $7,263,282 | |
| 8 | PFE |
Pfizer Inc
This page
|
272,103 | $6,552,236 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,896 | 1,200 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $6,552,236 | 272,103 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $7,061,161 | 251,466 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,017,131 | 241,652 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $5,038,259 | 207,849 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,025,791 | 158,871 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,394,964 | 127,967 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,302,755 | 79,570 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,439,995 | 87,205 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,788,014 | 100,469 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,189,134 | 76,038 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,284,095 | 99,008 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,685,496 | 100,477 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,797,207 | 68,559 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,737,291 | 72,937 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,998,478 | 68,521 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,889,676 | 74,188 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,903,789 | 36,774 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,672,886 | 28,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,230,989 | 28,621 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,029,829 | 26,298 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $950,783 | 26,243 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $865,366 | 23,509 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $863,733 | 23,535 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $512,442 | 15,671 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $422,850 | 12,955 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||