Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,370,947
-$1,024,777 QoQ
Shares Held
223,046
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#580
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $142,543,101 across 14 Drug Manufacturers - General names. PFE ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
41,149 | $49,355,348 | |
| 2 | JNJ |
Johnson & Johnson
|
100,260 | $25,463,032 | |
| 3 | ABBV |
AbbVie Inc.
|
91,394 | $22,998,385 | |
| 4 | MRK |
Merck & Co., Inc.
|
102,748 | $13,203,117 | |
| 5 | AMGN |
Amgen Inc
|
30,517 | $11,050,815 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
97,475 | $5,616,509 | |
| 7 | PFE |
Pfizer Inc
This page
|
223,046 | $5,370,947 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
38,289 | $4,837,431 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,370,947 | 223,046 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,395,724 | 227,768 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,665,197 | 227,518 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,457,203 | 214,176 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,591,682 | 230,680 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,688,137 | 263,936 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,574,266 | 247,805 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,785,127 | 234,455 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,894,909 | 210,683 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,576,862 | 200,968 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,785,098 | 166,207 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,798,580 | 174,814 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,695,420 | 182,536 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,933,649 | 218,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,146,800 | 237,057 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,539,113 | 240,839 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,552,789 | 239,420 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,318,981 | 237,956 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,029,441 | 220,651 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,510,285 | 221,118 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,481,272 | 216,580 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,541,890 | 208,167 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,816,235 | 212,340 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,182,845 | 304,710 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,549,130 | 108,536 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,559,876 | 109,065 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||