Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$822,837
-$270,822 QoQ
Shares Held
34,171
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,437
of 2,821 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2025CallValue
$4,820
CallShares
19,000
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, 2026Ridgewood Investments LLC holds $7,132,394 across 7 Drug Manufacturers - General names. PFE ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
39,881 | $2,297,943 | |
| 2 | MRK |
Merck & Co., Inc.
|
9,440 | $1,213,040 | |
| 3 | NVO |
Novo Nordisk A S
|
21,368 | $1,024,381 | |
| 4 | JNJ |
Johnson & Johnson
|
3,558 | $903,625 | |
| 5 | PFE |
Pfizer Inc
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|
34,171 | $822,837 | |
| 6 | LLY |
ELI LILLY & Co
|
445 | $533,746 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,666 | $336,822 |
All Filings in PFE
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,837 | 34,171 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,093,659 | 38,948 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $1,941,219 | 76,186 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,515,896 | 62,537 | Shares | Sole | 2025-07-14 | |
| 2025-06-30 | $4,820 | 19,000 | Call | Sole | 2025-07-14 | |
| 2025-03-31 | $1,577,335 | 80,825 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,120 | 19,000 | Call | Sole | 2025-01-10 | |
| 2024-12-31 | $1,550,625 | 58,448 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,100 | 8,000 | Call | Sole | 2024-10-04 | |
| 2024-09-30 | $1,491,075 | 51,523 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,589,208 | 56,798 | Shares | Sole | 2024-07-29 | |
| 2024-06-30 | $10,800 | 8,000 | Call | Sole | 2024-07-29 | |
| 2024-03-31 | $14,040 | 8,000 | Call | Sole | 2024-04-10 | |
| 2024-03-31 | $1,587,300 | 57,200 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,169,449 | 40,620 | Shares | Sole | 2024-01-11 | |
| 2023-12-31 | $16,440 | 8,000 | Call | Sole | 2024-01-11 | |
| 2023-09-30 | $9,240 | 4,000 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $1,197,038 | 36,088 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,029,827 | 28,076 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $236,599 | 5,799 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $216,898 | 4,233 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $248,360 | 4,737 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $315,641 | 6,097 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $789,203 | 13,365 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $675,257 | 15,700 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,051,132 | 26,842 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,080,595 | 29,826 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $807,132 | 21,927 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $804,720 | 21,927 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $681,566 | 20,843 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $606,744 | 18,589 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||