Position in PFE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,766,310
-$614,578 QoQ
Shares Held
114,880
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.51%
of 13F equity value
Holder Rank
#828
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, 2026Barry Investment Advisors, LLC holds $7,415,474 across 8 Drug Manufacturers - General names. PFE ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
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|
114,880 | $2,766,310 | |
| 2 | MRK |
Merck & Co., Inc.
|
19,781 | $2,541,858 | |
| 3 | AMGN |
Amgen Inc
|
1,360 | $492,483 | |
| 4 | GSK |
GSK plc
|
8,022 | $420,513 | |
| 5 | AZN |
Astrazeneca PLC
|
1,980 | $375,447 | |
| 6 | NVS |
Novartis AG
|
1,962 | $307,484 | |
| 7 | ABBV |
AbbVie Inc.
|
1,036 | $260,699 | |
| 8 | LLY |
ELI LILLY & Co
|
209 | $250,680 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,766,310 | 114,880 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $3,380,888 | 120,402 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $3,035,061 | 121,890 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $3,488,696 | 136,919 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,759,430 | 155,092 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $3,924,431 | 154,871 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $4,637,099 | 174,787 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $5,734,432 | 198,149 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $5,535,423 | 197,835 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,343,900 | 192,573 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $5,483,055 | 190,450 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $6,338,554 | 191,093 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $6,992,491 | 190,635 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $7,893,208 | 193,461 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $9,795,960 | 191,178 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $8,452,856 | 193,164 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $10,435,247 | 199,032 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $10,967,629 | 211,853 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $13,011,490 | 220,347 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $9,596,649 | 223,126 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $8,814,837 | 225,098 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $8,315,074 | 229,508 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $8,168,507 | 221,910 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $8,098,470 | 220,667 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $7,153,197 | 218,752 | Shares | Other | 2020-07-20 | |
| 2020-03-31 | $7,017,525 | 214,998 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||