Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,158,622
-$529,232 QoQ
Shares Held
297,285
+8.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#500
of 2,821 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Stamos Capital Partners, L.P. holds $64,248,987 across 8 Drug Manufacturers - General names. PFE ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
179,799 | $23,104,171 | |
| 2 | JNJ |
Johnson & Johnson
|
43,175 | $10,965,154 | |
| 3 | NVO |
Novo Nordisk A S
|
184,608 | $8,850,107 | |
| 4 | PFE |
Pfizer Inc
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|
297,285 | $7,158,622 | |
| 5 | LLY |
ELI LILLY & Co
|
5,449 | $6,535,694 | |
| 6 | GSK |
GSK plc
|
114,724 | $6,013,832 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,763 | $854,437 | |
| 8 | AMGN |
Amgen Inc
|
2,118 | $766,970 |
All Filings in PFE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,158,622 | 297,285 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,687,854 | 273,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,876,119 | 316,310 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,657,032 | 261,265 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,493,041 | 350,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,731,013 | 265,628 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,286,308 | 463,110 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,734,837 | 336,380 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,314,821 | 332,910 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,941,437 | 358,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,906,515 | 378,830 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,242,157 | 278,630 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,334,062 | 227,210 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,195,904 | 200,880 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,186,717 | 120,740 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,688,985 | 198,560 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,289,183 | 158,100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,184,837 | 158,100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,969,955 | 101,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,382,719 | 101,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,990,404 | 101,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,275,140 | 118,000 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||