Position in PFE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$459,301
-$124,931 QoQ
Shares Held
19,074
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,811
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)
Derivatives in PFE
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,229,412
PutShares
35,308
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, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. PFE ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
This page
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,301 | 19,074 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $584,232 | 20,806 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $428,902 | 17,225 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $465,239 | 18,259 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $447,082 | 18,444 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $449,151 | 17,725 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $442,148 | 16,666 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $638,329 | 22,057 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $504,927 | 18,046 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $529,359 | 19,076 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $650,452 | 22,593 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $795,350 | 23,978 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $675,645 | 18,420 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $863,164 | 21,156 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,114,316 | 21,747 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $924,123 | 21,118 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,148,898 | 21,913 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,032,345 | 19,941 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,214,068 | 20,560 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $968,370 | 22,515 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,053,482 | 26,902 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,244,572 | 34,352 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,278,816 | 34,741 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,229,412 | 33,499 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $1,084,398 | 33,162 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,006,648 | 30,841 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||