Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,413,797
-$134,728 QoQ
Shares Held
141,769
+12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#758
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wealthspire Advisors, LLC holds $100,760,753 across 13 Drug Manufacturers - General names. PFE ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,830 | $33,380,139 | |
| 2 | JNJ |
Johnson & Johnson
|
101,693 | $25,826,971 | |
| 3 | ABBV |
AbbVie Inc.
|
67,367 | $16,952,231 | |
| 4 | MRK |
Merck & Co., Inc.
|
75,165 | $9,658,702 | |
| 5 | AMGN |
Amgen Inc
|
13,416 | $4,858,201 | |
| 6 | PFE |
Pfizer Inc
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|
141,769 | $3,413,797 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
40,673 | $2,343,578 | |
| 8 | AZN |
Astrazeneca PLC
|
6,632 | $1,257,559 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,413,797 | 141,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,548,525 | 126,372 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,444,018 | 138,314 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,877,558 | 112,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,727,524 | 236,284 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,819,684 | 229,664 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,336,465 | 125,762 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,577,736 | 123,626 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,388,182 | 121,093 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,535,599 | 127,409 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,787,180 | 131,545 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,980,939 | 150,164 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,537,646 | 123,709 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,235,007 | 128,309 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,409,304 | 105,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,026,448 | 114,864 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,579,915 | 106,426 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,556,950 | 88,023 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,829,309 | 115,653 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,710,351 | 132,768 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,461,537 | 113,931 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,643,386 | 183,367 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,083,367 | 165,264 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,634,322 | 44,532 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,426,113 | 43,612 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,275,455 | 192,263 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||