Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$828,568
-$289,605 QoQ
Shares Held
34,409
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,434
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, 2026Legacy Financial Advisors, Inc. holds $18,531,940 across 8 Drug Manufacturers - General names. PFE ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,438 | $4,123,640 | |
| 2 | JNJ |
Johnson & Johnson
|
15,452 | $3,924,344 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,939 | $3,718,661 | |
| 4 | ABBV |
AbbVie Inc.
|
9,983 | $2,512,122 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,235 | $1,511,660 | |
| 6 | AMGN |
Amgen Inc
|
3,407 | $1,233,742 | |
| 7 | PFE |
Pfizer Inc
This page
|
34,409 | $828,568 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
5,376 | $679,203 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,568 | 34,409 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,118,173 | 39,821 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $813,732 | 32,680 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $813,372 | 31,922 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $744,604 | 30,718 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,132,571 | 44,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,072,767 | 40,436 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,510,465 | 52,193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,445,726 | 51,670 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,300,448 | 46,863 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $699,222 | 24,287 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $881,592 | 26,578 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,250,494 | 34,092 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,126,161 | 27,602 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,069,378 | 40,386 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,527,617 | 34,909 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,828,915 | 34,883 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,690,342 | 32,651 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,349,363 | 39,786 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,617,305 | 37,603 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,274,775 | 32,553 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $979,151 | 27,026 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $824,912 | 22,410 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $892,102 | 24,308 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $847,944 | 25,931 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $669,380 | 20,508 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||