Position in PFE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,553,509
-$1,199,929 QoQ
Shares Held
147,571
-12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#741
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, 2026Wealthcare Advisory Partners LLC holds $56,868,613 across 12 Drug Manufacturers - General names. PFE ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
50,422 | $12,688,192 | |
| 2 | LLY |
ELI LILLY & Co
|
10,304 | $12,358,927 | |
| 3 | JNJ |
Johnson & Johnson
|
37,978 | $9,645,272 | |
| 4 | AMGN |
Amgen Inc
|
15,360 | $5,562,163 | |
| 5 | MRK |
Merck & Co., Inc.
|
34,872 | $4,481,052 | |
| 6 | PFE |
Pfizer Inc
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|
147,571 | $3,553,509 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
19,347 | $2,444,299 | |
| 8 | AZN |
Astrazeneca PLC
|
12,112 | $2,296,677 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,553,509 | 147,571 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,753,438 | 169,282 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,952,775 | 158,746 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,203,078 | 164,956 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,750,800 | 154,736 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,228,189 | 127,395 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,113,317 | 155,044 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,419,716 | 152,720 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,762,162 | 134,459 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,603,837 | 129,868 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,497,080 | 52,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,878,682 | 56,638 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,312,160 | 63,036 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,758,120 | 67,601 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,476,582 | 67,849 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,665,859 | 60,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,604,040 | 49,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,445,718 | 47,242 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,827,373 | 47,881 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,028,007 | 47,152 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,794,115 | 45,815 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,631,509 | 45,032 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,494,191 | 40,592 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,052,151 | 28,669 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $896,111 | 27,404 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $867,635 | 26,582 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||