Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,612,589
-$208,230 QoQ
Shares Held
66,968
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,057
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, 2026TRUE Private Wealth Advisors holds $27,309,850 across 8 Drug Manufacturers - General names. PFE ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,739 | $8,082,959 | |
| 2 | JNJ |
Johnson & Johnson
|
26,804 | $6,807,411 | |
| 3 | ABBV |
AbbVie Inc.
|
24,787 | $6,237,400 | |
| 4 | MRK |
Merck & Co., Inc.
|
27,029 | $3,473,226 | |
| 5 | PFE |
Pfizer Inc
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|
66,968 | $1,612,589 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
9,727 | $560,469 | |
| 7 | AMGN |
Amgen Inc
|
808 | $292,592 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,925 | $243,204 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,589 | 66,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,820,819 | 64,844 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,692,776 | 67,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,689,757 | 66,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,521,399 | 62,764 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,675,658 | 66,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,690,571 | 63,723 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,781,488 | 61,558 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,120,828 | 75,798 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,866,132 | 67,248 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,991,145 | 69,161 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,312,440 | 160,158 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,126,580 | 139,765 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,584,704 | 136,880 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,519,418 | 127,233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,656,767 | 129,268 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,472,693 | 123,454 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,274,989 | 121,209 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,443,075 | 126,047 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,719,985 | 132,992 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,070,241 | 129,475 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,493,317 | 124,022 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,782,264 | 102,751 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $3,683,795 | 100,376 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,095,842 | 94,674 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $3,003,039 | 92,005 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||