Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,115,741
+$1,560,127 QoQ
Shares Held
253,976
+56.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#539
of 2,821 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Phoenix Financial Ltd. holds $174,300,668 across 10 Drug Manufacturers - General names. PFE ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,019 | $116,367,508 | |
| 2 | ABBV |
AbbVie Inc.
|
47,441 | $11,938,053 | |
| 3 | JNJ |
Johnson & Johnson
|
46,830 | $11,893,414 | |
| 4 | NVO |
Novo Nordisk A S
|
158,343 | $7,590,962 | |
| 5 | MRK |
Merck & Co., Inc.
|
52,551 | $6,752,803 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
114,254 | $6,583,314 | |
| 7 | PFE |
Pfizer Inc
This page
|
253,976 | $6,115,741 | |
| 8 | AZN |
Astrazeneca PLC
|
19,365 | $3,671,991 |
All Filings in PFE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,115,741 | 253,976 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,555,614 | 162,237 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,985,269 | 160,051 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,877,342 | 152,172 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,856,856 | 76,603 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $1,160,520 | 45,798 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,790,509 | 67,490 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,931,050 | 66,726 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,140,749 | 76,510 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,459,482 | 88,630 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,459,405 | 120,160 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,721,649 | 142,347 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $5,727,655 | 156,152 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $842,193 | 20,642 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $766,806 | 14,965 | Shares | Sole | 2023-02-13 | |
| 2020-09-30 | $3,088,595 | 84,158 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,035,021 | 62,233 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,955,557 | 59,913 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||