Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,738,517
-$2,341,164 QoQ
Shares Held
321,367
-10.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#479
of 2,821 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2025CallValue
$181,800
CallShares
7,500
PutValue
$0
PutShares
0
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, 2026World Investment Advisors holds $141,718,806 across 14 Drug Manufacturers - General names. PFE ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
138,212 | $35,101,701 | |
| 2 | LLY |
ELI LILLY & Co
|
25,879 | $31,040,051 | |
| 3 | ABBV |
AbbVie Inc.
|
121,763 | $30,640,441 | |
| 4 | MRK |
Merck & Co., Inc.
|
65,711 | $8,443,863 | |
| 5 | PFE |
Pfizer Inc
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|
321,367 | $7,738,517 | |
| 6 | AMGN |
Amgen Inc
|
20,040 | $7,256,884 | |
| 7 | NVS |
Novartis AG
|
44,423 | $6,961,972 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
28,563 | $3,608,649 |
All Filings in PFE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,738,517 | 321,367 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,079,681 | 358,963 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $9,114,526 | 357,713 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,115,672 | 334,805 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $181,800 | 7,500 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $3,888,042 | 153,435 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,565,047 | 134,378 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $2,209,972 | 78,984 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $259,973 | 9,030 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||