Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,474,232
-$550,684 QoQ
Shares Held
185,807
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#638
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Sowell Financial Services LLC holds $62,788,240 across 14 Drug Manufacturers - General names. PFE ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
57,238 | $14,536,734 | |
| 2 | ABBV |
AbbVie Inc.
|
44,316 | $11,151,678 | |
| 3 | MRK |
Merck & Co., Inc.
|
75,015 | $9,639,427 | |
| 4 | LLY |
ELI LILLY & Co
|
7,621 | $9,140,856 | |
| 5 | PFE |
Pfizer Inc
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|
185,807 | $4,474,232 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
68,220 | $3,930,836 | |
| 7 | AMGN |
Amgen Inc
|
10,762 | $3,897,135 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
15,103 | $1,908,113 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,474,232 | 185,807 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,024,916 | 178,950 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,660,533 | 187,170 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,622,658 | 181,423 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,783,376 | 197,334 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,511,939 | 178,056 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,784,924 | 180,359 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,087,015 | 175,778 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,061,749 | 180,906 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,107,526 | 184,055 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,547,976 | 192,705 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,084,970 | 183,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,372,599 | 173,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,707,879 | 139,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,306,721 | 201,146 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,605,312 | 173,796 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,765,142 | 167,178 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,633,809 | 31,559 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,074,898 | 119,812 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,313,635 | 170,045 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,161,189 | 182,870 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $12,182,989 | 336,268 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,377,713 | 309,093 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $10,790,596 | 294,022 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,492,623 | 290,294 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,340,217 | 286,159 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||