Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,500,136
-$127,011 QoQ
Shares Held
228,411
+14.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#153
of 1,181 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, 2026IFP Advisors, Inc holds $69,954,680 across 17 Drug Manufacturers - General names. PFE ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
20,352 | $24,410,801 | |
| 2 | ABBV |
AbbVie Inc.
|
52,930 | $13,319,305 | |
| 3 | JNJ |
Johnson & Johnson
|
38,760 | $9,843,877 | |
| 4 | PFE |
Pfizer Inc
This page
|
228,411 | $5,500,136 | |
| 5 | MRK |
Merck & Co., Inc.
|
30,895 | $3,970,007 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
57,120 | $3,291,254 | |
| 7 | AMGN |
Amgen Inc
|
8,216 | $2,975,177 | |
| 8 | NVO |
Novo Nordisk A S
|
30,253 | $1,450,328 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,500,136 | 228,411 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,627,147 | 200,397 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,225,812 | 209,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,349,984 | 209,968 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,176,330 | 213,545 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,101,930 | 201,339 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,157,745 | 232,105 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,600,627 | 124,417 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,314,286 | 118,452 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,730,906 | 62,375 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,413,041 | 49,081 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,902,332 | 57,351 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,522,116 | 68,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,009,775 | 73,769 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,183,130 | 159,702 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,739,349 | 176,859 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,965,742 | 151,931 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,865,467 | 151,931 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $4,953,763 | 83,891 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,873,050 | 90,050 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,969,111 | 75,820 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,496,102 | 68,896 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,862,932 | 132,109 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,640,270 | 126,438 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,863,803 | 118,159 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,108,182 | 64,589 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||