Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$977,407
+$222,673 QoQ
Shares Held
40,590
+51.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,345
of 2,821 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$204,000
PutShares
5,000
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, 2026Legacy Advisors, LLC holds $21,307,408 across 9 Drug Manufacturers - General names. PFE ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,926 | $9,378,096 | |
| 2 | ABBV |
AbbVie Inc.
|
16,549 | $4,164,390 | |
| 3 | LLY |
ELI LILLY & Co
|
2,152 | $2,581,173 | |
| 4 | AMGN |
Amgen Inc
|
4,387 | $1,588,620 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,408 | $1,465,928 | |
| 6 | PFE |
Pfizer Inc
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|
40,590 | $977,407 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,051 | $463,898 | |
| 8 | NVS |
Novartis AG
|
2,837 | $444,614 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,407 | 40,590 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $754,734 | 26,878 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $608,829 | 24,451 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $682,176 | 26,773 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,626,904 | 64,203 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,590,738 | 59,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,636,672 | 56,554 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,440,494 | 51,483 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,302,557 | 46,939 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,944,641 | 102,280 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,373,621 | 101,707 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,305,528 | 90,118 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,625,194 | 64,343 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $204,000 | 5,000 | Put | Sole | 2023-05-01 | |
| 2022-12-31 | $2,783,305 | 54,319 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,870,871 | 42,753 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,097,147 | 39,999 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,629,667 | 31,479 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $641,223 | 10,859 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $509,496 | 11,846 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $356,199 | 9,096 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $327,229 | 9,032 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $305,780 | 8,307 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $333,272 | 9,081 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $280,043 | 8,564 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $402,809 | 12,341 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||