Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,701,294
-$366,446 QoQ
Shares Held
112,180
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#840
of 2,821 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $36,865,204 across 12 Drug Manufacturers - General names. PFE ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
62,151 | $15,784,489 | |
| 2 | LLY |
ELI LILLY & Co
|
5,542 | $6,647,241 | |
| 3 | ABBV |
AbbVie Inc.
|
14,618 | $3,678,473 | |
| 4 | MRK |
Merck & Co., Inc.
|
22,273 | $2,862,080 | |
| 5 | PFE |
Pfizer Inc
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|
112,180 | $2,701,294 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
34,656 | $1,996,878 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,265 | $917,860 | |
| 8 | AMGN |
Amgen Inc
|
1,815 | $657,247 |
All Filings in PFE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,701,294 | 112,180 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,067,740 | 109,250 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,648,662 | 106,372 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,532,176 | 99,379 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,341,196 | 96,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,254,829 | 88,983 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,185,833 | 82,391 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,254,773 | 77,912 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,016,182 | 72,058 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,763,373 | 63,545 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,532,520 | 53,231 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,182,187 | 65,788 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,365,529 | 64,491 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,736,537 | 67,072 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $2,550,157 | 58,276 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,045,134 | 58,080 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,828,712 | 54,640 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,200,864 | 54,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,247,573 | 52,257 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,970,883 | 50,329 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,847,983 | 51,007 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,062,353 | 56,027 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,857,421 | 50,611 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,441,188 | 44,073 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,210,681 | 37,092 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||