Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,602,162
-$313,820 QoQ
Shares Held
66,535
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,062
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $24,607,939 across 14 Drug Manufacturers - General names. PFE ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,041 | $4,846,897 | |
| 2 | JNJ |
Johnson & Johnson
|
14,929 | $3,791,518 | |
| 3 | MRK |
Merck & Co., Inc.
|
24,511 | $3,149,663 | |
| 4 | NVS |
Novartis AG
|
13,900 | $2,178,408 | |
| 5 | AZN |
Astrazeneca PLC
|
11,123 | $2,109,143 | |
| 6 | ABBV |
AbbVie Inc.
|
7,480 | $1,882,267 | |
| 7 | PFE |
Pfizer Inc
This page
|
66,535 | $1,602,162 | |
| 8 | AMGN |
Amgen Inc
|
3,219 | $1,165,664 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,162 | 66,535 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,915,982 | 68,233 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,704,803 | 68,466 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,761,585 | 69,136 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,642,502 | 67,760 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,158,055 | 85,164 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,257,809 | 85,104 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,570,740 | 88,830 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,702,672 | 96,593 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,104,254 | 75,829 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,133,857 | 74,118 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,274,566 | 68,573 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,556,926 | 69,709 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,885,906 | 70,733 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,508,044 | 68,463 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,514,187 | 57,454 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $4,637,118 | 88,444 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $4,756,782 | 91,883 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $5,128,610 | 86,852 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,800,742 | 41,868 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,405,021 | 35,879 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,346,343 | 37,161 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $993,649 | 26,994 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 30,405 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $692,259 | 21,170 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $420,010 | 12,868 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||