Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$687,965
-$188,916 QoQ
Shares Held
28,570
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,546
of 2,821 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $15,875,041 across 8 Drug Manufacturers - General names. PFE ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,778 | $5,730,876 | |
| 2 | JNJ |
Johnson & Johnson
|
12,601 | $3,200,275 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,057 | $1,934,824 | |
| 4 | ABBV |
AbbVie Inc.
|
7,424 | $1,868,174 | |
| 5 | AMGN |
Amgen Inc
|
4,043 | $1,464,050 | |
| 6 | PFE |
Pfizer Inc
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|
28,570 | $687,965 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,880 | $616,538 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,462 | $372,339 |
All Filings in PFE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,965 | 28,570 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $876,881 | 31,228 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $695,655 | 27,938 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $716,445 | 28,118 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $653,291 | 26,951 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $703,437 | 27,760 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $571,084 | 21,526 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $639,892 | 22,111 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $586,739 | 20,970 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $420,328 | 15,147 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $388,923 | 13,509 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $375,948 | 11,334 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $381,031 | 10,388 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $415,425 | 10,182 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $621,796 | 12,135 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||