Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$76,058,486
+$362,360 QoQ
Shares Held
3,158,575
+17.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#121
of 2,821 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2026CallValue
$48,160
CallShares
2,000
PutValue
$24,080
PutShares
1,000
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,542,735,587 across 15 Drug Manufacturers - General names. PFE ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,833,813 | $465,733,487 | |
| 2 | LLY |
ELI LILLY & Co
|
183,702 | $220,337,708 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,625,531 | $208,880,733 | |
| 4 | AMGN |
Amgen Inc
|
464,220 | $168,103,346 | |
| 5 | ABBV |
AbbVie Inc.
|
576,543 | $145,081,280 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,764,695 | $101,681,725 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
603,836 | $76,288,640 | |
| 8 | PFE |
Pfizer Inc
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|
3,158,575 | $76,058,486 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,058,486 | 3,158,575 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $24,080 | 1,000 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $48,160 | 2,000 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $75,696,126 | 2,695,731 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $85,022,245 | 3,414,548 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $84,317,906 | 3,309,180 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $74,797,852 | 3,085,720 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $66,039,156 | 2,606,123 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $44,476,032 | 1,676,443 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $44,121,287 | 1,524,578 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,560 | 1,500 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $46,133,731 | 1,648,811 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $45,144,837 | 1,626,841 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $52,770,860 | 1,832,958 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $58,947,700 | 1,777,139 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,095,333 | 302,490 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $12,463,053 | 305,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,513,730 | 205,186 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,811,809 | 132,811 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,461,837 | 142,320 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,280,509 | 63,367 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,881,120 | 65,726 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $635,773 | 14,782 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,595,916 | 66,290 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $529,102 | 14,604 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $4,430,658 | 135,494 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||