SVB WEALTH LLC

Position in PFE — Pfizer Inc

CIK 1626116 BOSTON, MA

Position in PFE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,261,615

-$386,860 QoQ

Shares Held

93,921

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#901

of 2,821 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $29,259,588 across 6 Drug Manufacturers - General names. PFE ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,903	$11,877,953
2	JNJ	Johnson & Johnson	27,472	$6,977,062
3	GILD	Gilead Sciences, Inc.	27,562	$3,482,180
4	BMY	Bristol Myers Squibb Co	57,918	$3,337,231
5	PFE	Pfizer Inc This page	93,921	$2,261,615
6	AMGN	Amgen Inc	3,655	$1,323,547

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,261,615	93,921	-0.4%	Shares	Sole	2026-07-17
2026-03-31	$2,648,475	94,319	-20.1%	Shares	Sole	2026-04-17
2025-12-31	$2,939,368	118,047	-17.6%	Shares	Sole	2026-02-04
2025-09-30	$3,649,702	143,238	-14.8%	Shares	Sole	2025-11-06
2025-06-30	$4,074,306	168,082	-67.9%	Shares	Sole	2025-08-14
2024-12-31	$13,873,040	522,919	-8.2%	Shares	Sole	2025-02-05
2024-06-30	$15,936,680	569,574	-4.3%	Shares	Sole	2024-08-06
2024-03-31	$16,513,996	595,099	+2.2%	Shares	Sole	2024-05-15
2023-12-31	$16,771,901	582,560	-5.8%	Shares	Sole	2024-01-30
2023-09-30	$20,508,579	618,287	-3.8%	Shares	Sole	2023-10-23
2023-06-30	$23,582,121	642,915	+49.0%	Shares	Sole	2023-07-24
2023-03-31	$17,603,771	431,465	-7.9%	Shares	Sole	2023-05-12
2022-12-31	$24,012,600	468,630	-0.3%	Shares	Sole	2023-02-10
2022-09-30	$20,563,567	469,917	+5.1%	Shares	Sole	2022-11-09
2022-06-30	$23,435,266	446,982	+0.5%	Shares	Sole	2022-08-16
2022-03-31	$23,020,564	444,670	+1.8%	Shares	Sole	2022-05-13
2021-12-31	$25,799,062	436,902	-0.9%	Shares	Sole	2022-02-15
2021-09-30	$18,966,420	440,977	-1.3%	Shares	Sole	2021-11-09
2021-06-30	$17,500,054	446,886	-1.6%	Shares	Sole	2021-08-13
2021-03-31	$16,458,491	454,278	-3.5%	Shares	Sole	2021-05-11
2020-12-31	$17,325,325	470,669	-0.5%	Shares	Sole	2021-02-10
2020-09-30	$17,362,311	473,088	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$15,569,695	476,137	+0.2%	Shares	Sole	2020-08-05
2020-03-31	$15,515,762	475,361	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.