Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,336,761
-$1,324,692 QoQ
Shares Held
512,324
+5.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#372
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $67,404,111 across 15 Drug Manufacturers - General names. PFE ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,936 | $15,515,827 | |
| 2 | PFE |
Pfizer Inc
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|
512,324 | $12,336,761 | |
| 3 | JNJ |
Johnson & Johnson
|
45,347 | $11,516,777 | |
| 4 | ABBV |
AbbVie Inc.
|
45,098 | $11,348,460 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
70,149 | $8,862,624 | |
| 6 | AMGN |
Amgen Inc
|
17,354 | $6,284,230 | |
| 7 | MRK |
Merck & Co., Inc.
|
7,849 | $1,008,596 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,344 | $135,061 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,336,761 | 512,324 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,661,453 | 486,519 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,708,054 | 470,203 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,042,969 | 472,644 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,966,494 | 411,159 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,826,319 | 387,779 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,716,692 | 366,253 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,938,422 | 239,752 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,688,423 | 239,043 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,620,983 | 238,594 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,731,237 | 268,539 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,756,747 | 263,996 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,488,639 | 258,687 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,434,681 | 255,752 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,986,419 | 214,411 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,741,060 | 199,750 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,021,525 | 172,068 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,717,871 | 149,080 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,074,792 | 136,745 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,660,632 | 131,612 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,896,683 | 125,043 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,747,413 | 103,434 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,147,164 | 58,331 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,717,705 | 46,804 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,472,907 | 45,043 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $135,847 | 4,162 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||