Position in PFE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,769,772
-$336,282 QoQ
Shares Held
156,552
+7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#717
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $43,294,431 across 10 Drug Manufacturers - General names. PFE ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
46,672 | $11,744,542 | |
| 2 | LLY |
ELI LILLY & Co
|
7,399 | $8,874,583 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
125,071 | $7,206,591 | |
| 4 | JNJ |
Johnson & Johnson
|
16,266 | $4,131,076 | |
| 5 | MRK |
Merck & Co., Inc.
|
30,259 | $3,888,281 | |
| 6 | PFE |
Pfizer Inc
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|
156,552 | $3,769,772 | |
| 7 | AMGN |
Amgen Inc
|
6,723 | $2,434,532 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,464 | $816,661 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,769,772 | 156,552 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $4,106,054 | 146,227 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $3,244,818 | 130,314 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,880,361 | 113,044 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,915,684 | 120,284 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,296,810 | 130,103 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $6,138,988 | 231,398 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,542,321 | 226,065 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,707,057 | 239,709 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,362,770 | 193,253 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,030,003 | 105,245 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,877,099 | 86,738 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,156,974 | 86,068 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,378,092 | 131,816 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,387,680 | 124,662 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,709,582 | 107,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,860,313 | 92,701 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,141,060 | 118,622 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,527,339 | 127,474 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,911,053 | 114,184 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,540,670 | 141,488 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,004,920 | 138,143 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,296,478 | 198,220 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,912,326 | 133,851 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,566,494 | 109,067 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,394,131 | 103,987 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||