Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$679,946
-$118,930 QoQ
Shares Held
28,237
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,551
of 2,821 holders
Holding Since
Mar 2020
23 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, 2026Klingman & Associates, LLC holds $15,277,947 across 11 Drug Manufacturers - General names. PFE ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,448 | $4,431,268 | |
| 2 | ABBV |
AbbVie Inc.
|
13,168 | $3,313,595 | |
| 3 | LLY |
ELI LILLY & Co
|
2,410 | $2,890,626 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,463 | $1,344,495 | |
| 5 | AMGN |
Amgen Inc
|
2,140 | $774,936 | |
| 6 | NVS |
Novartis AG
|
4,523 | $708,844 | |
| 7 | PFE |
Pfizer Inc
This page
|
28,237 | $679,946 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,664 | $336,569 |
All Filings in PFE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,946 | 28,237 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $798,876 | 28,450 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $698,096 | 28,036 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $679,882 | 26,683 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $500,846 | 20,662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $513,565 | 20,267 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $232,517 | 8,379 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $348,243 | 12,096 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $413,862 | 12,477 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $469,467 | 12,799 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $531,460 | 13,026 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $679,596 | 13,263 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $548,881 | 12,543 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $675,193 | 12,878 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $690,663 | 13,341 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $516,215 | 8,742 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $378,057 | 8,790 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $388,819 | 9,929 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $900,025 | 24,842 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $885,170 | 24,047 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $508,698 | 13,861 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $394,100 | 12,052 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $405,779 | 12,432 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||