Position in PFE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$306,369
-$59,401 QoQ
Shares Held
12,723
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,114
of 2,821 holders
Holding Since
Mar 2020
24 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, 2026Elmwood Wealth Management, Inc. holds $4,831,021 across 7 Drug Manufacturers - General names. PFE ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,020 | $1,528,899 | |
| 2 | LLY |
ELI LILLY & Co
|
879 | $1,054,299 | |
| 3 | ABBV |
AbbVie Inc.
|
2,376 | $597,896 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,314 | $554,349 | |
| 5 | NVS |
Novartis AG
|
3,278 | $513,728 | |
| 6 | PFE |
Pfizer Inc
This page
|
12,723 | $306,369 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,781 | $275,481 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,369 | 12,723 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $365,770 | 13,026 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $326,439 | 13,110 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $289,350 | 11,356 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $249,211 | 10,281 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $261,660 | 10,326 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $273,948 | 10,326 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $300,281 | 10,376 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $291,355 | 10,413 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $322,260 | 11,613 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $305,433 | 10,609 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $655,870 | 19,773 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $725,640 | 19,783 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $810,614 | 19,868 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,016,499 | 19,838 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $859,752 | 19,647 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,009,120 | 19,247 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $996,417 | 19,247 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,136,535 | 19,247 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $739,027 | 18,872 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $683,732 | 18,872 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $688,931 | 18,772 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $613,845 | 18,772 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $577,335 | 17,688 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||