Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$661,140
+$73,342 QoQ
Shares Held
27,456
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,568
of 2,821 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Dec 31, 2020CallValue
$25,767
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026McAdam, LLC holds $23,291,732 across 9 Drug Manufacturers - General names. PFE ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
22,221 | $5,643,467 | |
| 2 | LLY |
ELI LILLY & Co
|
4,144 | $4,970,438 | |
| 3 | ABBV |
AbbVie Inc.
|
17,535 | $4,412,507 | |
| 4 | MRK |
Merck & Co., Inc.
|
25,372 | $3,260,302 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
25,513 | $3,223,312 | |
| 6 | PFE |
Pfizer Inc
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|
27,456 | $661,140 | |
| 7 | AMGN |
Amgen Inc
|
1,375 | $497,915 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,403 | $368,940 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,140 | 27,456 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $587,798 | 20,933 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $567,371 | 22,786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $369,969 | 14,520 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $331,457 | 13,674 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $328,609 | 12,968 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $547,446 | 20,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $623,165 | 21,533 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $528,961 | 18,905 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $429,764 | 15,487 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $432,397 | 15,019 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $462,920 | 13,956 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $474,089 | 12,925 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $509,714 | 12,493 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $521 | 8,827 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $447,095 | 10,217 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $538,875 | 10,278 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $458,578 | 8,858 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $521,234 | 8,827 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $264,597 | 6,152 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $236,448 | 6,038 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $25,767 | 700 | Call | Sole | 2021-01-12 | |
| 2020-12-31 | $233,743 | 6,350 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $392,946 | 10,707 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $282,626 | 8,643 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $234,713 | 7,191 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||