Position in PFE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,154,708
-$177,603 QoQ
Shares Held
47,953
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,244
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $30,472,982 across 12 Drug Manufacturers - General names. PFE ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
44,833 | $5,761,040 | |
| 2 | AMGN |
Amgen Inc
|
15,157 | $5,488,652 | |
| 3 | AZN |
Astrazeneca PLC
|
20,498 | $3,886,830 | |
| 4 | JNJ |
Johnson & Johnson
|
12,751 | $3,238,371 | |
| 5 | OGN |
Organon & Co.
|
226,383 | $3,065,225 | |
| 6 | LLY |
ELI LILLY & Co
|
2,524 | $3,027,361 | |
| 7 | ABBV |
AbbVie Inc.
|
6,433 | $1,618,800 | |
| 8 | PFE |
Pfizer Inc
This page
|
47,953 | $1,154,708 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,708 | 47,953 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,332,311 | 47,447 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,182,501 | 47,490 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,175,265 | 46,125 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,119,815 | 46,197 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,055,943 | 41,671 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $955,451 | 36,014 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $903,188 | 31,209 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $879,243 | 31,424 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $790,569 | 28,489 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $795,525 | 27,632 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,101,376 | 33,204 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,203,104 | 32,800 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,353,091 | 33,164 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,822,811 | 35,574 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,682,134 | 38,440 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,922,241 | 36,663 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,059,669 | 39,785 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,439,178 | 41,307 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,002,760 | 46,565 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,840,363 | 46,996 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,762,843 | 48,657 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,781,935 | 48,409 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,685,445 | 45,925 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,491,906 | 45,624 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,500,034 | 45,957 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||