Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,799,096
-$1,277,299 QoQ
Shares Held
365,411
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#449
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $223,621,682 across 14 Drug Manufacturers - General names. PFE ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
53,662 | $64,363,817 | |
| 2 | JNJ |
Johnson & Johnson
|
201,691 | $51,223,462 | |
| 3 | ABBV |
AbbVie Inc.
|
142,030 | $35,740,429 | |
| 4 | MRK |
Merck & Co., Inc.
|
201,987 | $25,955,329 | |
| 5 | AMGN |
Amgen Inc
|
42,764 | $15,485,699 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
74,929 | $9,466,529 | |
| 7 | PFE |
Pfizer Inc
This page
|
365,411 | $8,799,096 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
134,318 | $7,739,403 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,799,096 | 365,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,076,395 | 358,846 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $3,789,878 | 152,204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,156,959 | 163,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,689,106 | 193,445 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,956,250 | 195,590 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,921,574 | 223,203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,884,160 | 99,660 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,245,476 | 258,952 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,160,305 | 221,993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,236,784 | 181,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,353,124 | 221,680 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,973,865 | 217,390 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,484,645 | 207,957 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,115,800 | 158,388 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,577,507 | 58,901 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,659,039 | 50,716 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $888,320 | 17,159 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $414,294 | 7,016 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $297,199 | 6,910 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $295,539 | 7,547 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $206,329 | 5,695 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,843,517 | 50,082 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,612,156 | 43,928 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,286,092 | 69,911 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,240,765 | 68,651 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||