Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,735,806
-$318,639 QoQ
Shares Held
72,085
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,015
of 2,821 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $93,088,717 across 10 Drug Manufacturers - General names. PFE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
170,585 | $43,323,472 | |
| 2 | ABBV |
AbbVie Inc.
|
94,857 | $23,869,814 | |
| 3 | MRK |
Merck & Co., Inc.
|
84,905 | $10,910,292 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
44,113 | $5,573,236 | |
| 5 | LLY |
ELI LILLY & Co
|
3,959 | $4,748,543 | |
| 6 | PFE |
Pfizer Inc
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|
72,085 | $1,735,806 | |
| 7 | AMGN |
Amgen Inc
|
3,893 | $1,409,733 | |
| 8 | GSK |
GSK plc
|
12,641 | $662,641 |
All Filings in PFE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,735,806 | 72,085 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,054,445 | 73,164 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,848,675 | 74,244 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,963,386 | 77,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,898,040 | 78,302 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,019,014 | 79,677 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,261,098 | 85,228 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,733,472 | 61,954 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,700,353 | 61,274 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,798,597 | 62,473 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,042,939 | 61,590 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,306,291 | 62,876 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,528,823 | 61,981 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,217,819 | 62,799 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,653,561 | 60,639 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,181,503 | 60,681 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,143,110 | 60,713 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,629,508 | 61,465 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,681,758 | 62,352 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,478,944 | 63,303 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,334,697 | 64,441 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $2,409,545 | 65,459 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $2,426,417 | 66,115 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,170,856 | 66,387 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $4,103,363 | 125,716 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||