Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$715,272
+$246,702 QoQ
Shares Held
29,704
+78.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,519
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Peak Asset Management, LLC holds $10,550,757 across 7 Drug Manufacturers - General names. PFE ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,957 | $4,306,569 | |
| 2 | MRK |
Merck & Co., Inc.
|
21,535 | $2,767,247 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
32,175 | $1,853,923 | |
| 4 | PFE |
Pfizer Inc
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|
29,704 | $715,272 | |
| 5 | NVO |
Novo Nordisk A S
|
7,200 | $345,168 | |
| 6 | NVS |
Novartis AG
|
2,000 | $313,440 | |
| 7 | AMGN |
Amgen Inc
|
688 | $249,138 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,272 | 29,704 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $468,570 | 16,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,143 | 26,311 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $670,404 | 26,311 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $697,336 | 28,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $718,794 | 28,366 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $752,496 | 28,364 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $820,796 | 28,362 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $793,540 | 28,361 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $841,352 | 30,319 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $872,826 | 30,317 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,093,316 | 32,961 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,223,681 | 33,361 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,361,088 | 33,360 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,760,555 | 34,359 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,539,039 | 35,170 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,838,353 | 35,063 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,819,353 | 35,143 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,128,929 | 36,053 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,560,875 | 36,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,452,483 | 37,091 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,288,447 | 35,563 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,343,565 | 36,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,359,183 | 37,035 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,191,196 | 36,428 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $919,989 | 28,186 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||