IBEX WEALTH ADVISORS

Position in PFE — Pfizer Inc

CIK 1686242 BEDMINSTER, NJ

Position in PFE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,380,532

-$1,197,793 QoQ

Shares Held

389,557

+3.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#440

of 2,821 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $67,705,763 across 7 Drug Manufacturers - General names. PFE ranks #5 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	63,424	$15,960,015
2	LLY	ELI LILLY & Co	12,208	$14,642,642
3	MRK	Merck & Co., Inc.	103,751	$13,332,003
4	AMGN	Amgen Inc	31,655	$11,462,908
5	PFE	Pfizer Inc This page	389,557	$9,380,532
6	GILD	Gilead Sciences, Inc.	15,711	$1,984,927
7	JNJ	Johnson & Johnson	3,712	$942,736

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,380,532	389,557	+3.4%	Shares	Sole	2026-07-27
2026-03-31	$10,578,325	376,721	+10.4%	Shares	Sole	2026-04-30
2025-12-31	$8,494,560	341,147	+43358.2%	Shares	Sole	2026-02-17
2024-06-30	$21,964	785	-99.5%	Shares	Sole	2024-08-06
2024-03-31	$7,377	143,973	+1185.1%	Shares	Sole	2024-04-18
2023-09-30	$371,603	11,203	-92.4%	Shares	Sole	2023-11-07
2023-03-31	$6,051,864	148,330	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$7,377,176	143,973	-0.9%	Shares	Sole	2023-02-06
2022-09-30	$6,356,577	145,260	-0.4%	Shares	Sole	2022-10-31
2022-06-30	$7,648,593	145,882	+1.4%	Shares	Sole	2022-08-16
2022-03-31	$7,451,152	143,928	+234.2%	Shares	Sole	2022-05-16
2021-12-31	$2,543,047	43,066	+7065.7%	Shares	Sole	2022-02-22
2021-09-30	$25,849	601	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.