Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,345,994
-$1,426,293 QoQ
Shares Held
1,883,141
+13.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#187
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, 2026AE Wealth Management LLC holds $495,400,304 across 15 Drug Manufacturers - General names. PFE ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
563,184 | $143,031,799 | |
| 2 | ABBV |
AbbVie Inc.
|
354,989 | $89,329,385 | |
| 3 | LLY |
ELI LILLY & Co
|
64,033 | $76,803,065 | |
| 4 | AMGN |
Amgen Inc
|
177,770 | $64,374,032 | |
| 5 | PFE |
Pfizer Inc
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|
1,883,141 | $45,345,994 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
542,448 | $31,255,814 | |
| 7 | MRK |
Merck & Co., Inc.
|
205,251 | $26,374,734 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
79,370 | $10,027,572 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,345,994 | 1,883,141 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $46,772,287 | 1,665,681 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $36,218,564 | 1,454,562 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $31,555,933 | 1,238,460 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $28,428,115 | 1,172,778 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $24,752,520 | 976,817 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $28,055,668 | 1,057,508 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $26,927,211 | 930,450 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $20,406,529 | 729,326 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $13,423,194 | 483,719 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $29,714,561 | 1,032,114 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $45,743,287 | 1,379,056 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $52,266,285 | 1,424,926 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $38,869,956 | 952,695 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $50,549,899 | 986,532 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $42,434,422 | 969,708 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $47,551,650 | 906,955 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $42,997,832 | 830,555 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $47,769,914 | 808,974 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $32,470,270 | 754,947 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $28,298,660 | 722,642 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $21,226,577 | 585,884 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $22,408,013 | 608,748 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $17,985,661 | 490,073 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $12,326,833 | 376,967 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,112,031 | 279,168 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||