Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$555,862
-$216,871 QoQ
Shares Held
23,084
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,683
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, 2026Clearstead Trust, LLC holds $22,171,356 across 14 Drug Manufacturers - General names. PFE ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,741 | $8,085,358 | |
| 2 | JNJ |
Johnson & Johnson
|
25,970 | $6,595,600 | |
| 3 | ABBV |
AbbVie Inc.
|
13,194 | $3,320,138 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,379 | $2,490,201 | |
| 5 | PFE |
Pfizer Inc
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|
23,084 | $555,862 | |
| 6 | AZN |
Astrazeneca PLC
|
2,089 | $396,116 | |
| 7 | NVO |
Novo Nordisk A S
|
6,678 | $320,143 | |
| 8 | AMGN |
Amgen Inc
|
305 | $110,446 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,862 | 23,084 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $772,733 | 27,519 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $723,220 | 29,045 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $789,523 | 30,986 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $820,330 | 33,842 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $692,212 | 27,317 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $728,699 | 27,467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $795,358 | 27,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $786,349 | 28,104 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $791,541 | 28,524 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $941,893 | 32,716 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,183,870 | 35,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,265,570 | 34,503 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,848,770 | 45,313 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,294,988 | 44,789 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,080,175 | 47,536 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,115,028 | 21,267 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,100,992 | 21,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,272,409 | 21,548 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $926,779 | 21,548 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $413,333 | 10,555 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $699,818 | 19,316 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $711,021 | 19,316 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $690,546 | 18,816 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $615,283 | 18,816 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $641,897 | 19,666 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||