Summit Financial Wealth Advisors, LLC

Position in PFE — Pfizer Inc

CIK 1632283 Lafayette, LA

Position in PFE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,088,915

-$358,565 QoQ

Shares Held

86,749

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#941

of 2,821 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. PFE ranks #1 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFE	Pfizer Inc This page	86,749	$2,088,915
2	JNJ	Johnson & Johnson	7,700	$1,955,569
3	LLY	ELI LILLY & Co	1,335	$1,601,239
4	ABBV	AbbVie Inc.	6,343	$1,596,152
5	MRK	Merck & Co., Inc.	10,611	$1,363,513
6	AMGN	Amgen Inc	2,344	$848,809
7	BMY	Bristol Myers Squibb Co	12,990	$748,483
8	NVO	Novo Nordisk A S	15,600	$747,864

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,088,915	86,749	-0.5%	Shares	Sole	2026-07-15
2026-03-31	$2,447,480	87,161	-2.6%	Shares	Sole	2026-05-26
2025-12-31	$2,227,603	89,462	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$2,286,651	89,743	-14.0%	Shares	Sole	2025-10-03
2025-06-30	$2,528,232	104,300	-2.1%	Shares	Sole	2025-09-29
2025-03-31	$2,700,179	106,558	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$2,839,028	107,012	+36.8%	Shares	Sole	2025-02-13
2024-09-30	$2,263,021	78,197	+13.0%	Shares	Sole	2024-11-13
2024-06-30	$1,935,572	69,177	+121.0%	Shares	Sole	2024-08-12
2024-03-31	$868,630	31,302	+157.4%	Shares	Sole	2024-05-02
2023-12-31	$350,086	12,160	+24.5%	Shares	Sole	2024-01-19
2023-09-30	$323,971	9,767	-21.4%	Shares	Sole	2023-11-13
2023-06-30	$455,565	12,420	+55.2%	Shares	Sole	2023-07-12
2023-03-31	$326,604	8,005	+8.1%	Shares	Sole	2023-04-10
2022-12-31	$379,278	7,402	0.0%	Shares	Sole	2023-01-17
2022-09-30	$323,911	7,402	-94.6%	Shares	Sole	2022-10-28
2022-06-30	$7,122,720	135,852	+1.0%	Shares	Sole	2022-07-26
2022-03-31	$6,961,718	134,474	-18.9%	Shares	Sole	2022-05-06
2021-12-31	$9,787,006	165,741	+4.8%	Shares	Sole	2022-01-12
2021-09-30	$6,803,665	158,188	+1.3%	Shares	Sole	2021-11-05
2021-06-30	$6,116,243	156,186	+3.2%	Shares	Sole	2021-08-09
2021-03-31	$5,482,975	151,338	+2.0%	Shares	Sole	2021-04-23
2020-12-31	$5,463,119	148,414	-2.7%	Shares	Sole	2021-01-11
2020-09-30	$5,597,405	152,518	-0.2%	Shares	Sole	2020-11-09
2020-06-30	$4,996,401	152,795	+1.7%	Shares	Sole	2020-07-16
2020-03-31	$4,905,361	150,287	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.