Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$321,154
-$72,864 QoQ
Shares Held
13,337
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,080
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, 2026Shepherd Financial Partners LLC holds $27,627,511 across 8 Drug Manufacturers - General names. PFE ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,583 | $11,494,138 | |
| 2 | ABBV |
AbbVie Inc.
|
25,552 | $6,429,905 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,703 | $4,202,335 | |
| 4 | JNJ |
Johnson & Johnson
|
11,597 | $2,945,290 | |
| 5 | AMGN |
Amgen Inc
|
4,462 | $1,615,779 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,173 | $400,876 | |
| 7 | PFE |
Pfizer Inc
This page
|
13,337 | $321,154 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,154 | 13,337 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $394,018 | 14,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $346,159 | 13,902 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $362,223 | 14,216 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $394,651 | 16,281 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $429,867 | 16,964 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $433,685 | 16,347 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $657,458 | 22,718 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $727,535 | 26,002 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $841,296 | 30,317 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,055,873 | 36,675 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,521,550 | 76,019 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,631,569 | 71,744 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,825,318 | 69,248 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,820,864 | 74,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,123,720 | 71,383 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,706,171 | 70,688 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,320,838 | 64,146 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,289,037 | 72,634 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,041,495 | 70,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,756,511 | 70,391 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,363,971 | 65,249 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,240,624 | 60,870 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,165,554 | 59,007 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,665,020 | 50,918 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,671,492 | 51,210 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||