Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$48,015
-$28,250 QoQ
Shares Held
1,994
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,625
of 2,821 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $2,908,907 across 12 Drug Manufacturers - General names. PFE ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,421 | $1,704,390 | |
| 2 | AMGN |
Amgen Inc
|
858 | $310,698 | |
| 3 | JNJ |
Johnson & Johnson
|
1,203 | $305,525 | |
| 4 | BIIB |
Biogen Inc.
|
927 | $200,287 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,018 | $128,614 | |
| 6 | ABBV |
AbbVie Inc.
|
417 | $104,933 | |
| 7 | MRK |
Merck & Co., Inc.
|
425 | $54,612 | |
| 8 | PFE |
Pfizer Inc
This page
|
1,994 | $48,015 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,015 | 1,994 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,265 | 2,716 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $71,413 | 2,868 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $92,823 | 3,643 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $68,574 | 2,829 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $114,334 | 4,512 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $119,491 | 4,504 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $146,494 | 5,062 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $157,947 | 5,645 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $239,205 | 8,620 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $386,908 | 13,439 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $671,194 | 20,235 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $839,751 | 22,894 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,091,481 | 26,752 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,403,668 | 27,394 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,348,245 | 30,810 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,489,693 | 28,413 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,486,782 | 28,719 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,643,952 | 27,840 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,229,784 | 28,593 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,082,969 | 27,655 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $992,267 | 27,388 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $895,587 | 24,330 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||