Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,770,744
+$1,104,742 QoQ
Shares Held
613,403
+26.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#351
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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $214,639,248 across 18 Drug Manufacturers - General names. PFE ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
60,927 | $73,077,677 | |
| 2 | JNJ |
Johnson & Johnson
|
162,906 | $41,373,236 | |
| 3 | MRK |
Merck & Co., Inc.
|
162,596 | $20,893,586 | |
| 4 | ABBV |
AbbVie Inc.
|
78,969 | $19,871,759 | |
| 5 | PFE |
Pfizer Inc
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|
613,403 | $14,770,744 | |
| 6 | AMGN |
Amgen Inc
|
35,828 | $12,974,035 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
222,207 | $12,803,567 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
40,048 | $5,059,664 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,770,744 | 613,403 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,666,002 | 486,681 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,575,791 | 264,088 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,565,563 | 493,154 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,283,280 | 506,736 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $12,192,721 | 481,165 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $13,056,712 | 492,149 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $14,144,627 | 488,757 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,201,938 | 436,095 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,041,779 | 433,938 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,402,242 | 430,783 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $14,789,939 | 445,883 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $16,706,309 | 455,461 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $12,697,612 | 311,216 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $14,598,276 | 284,900 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $12,312,838 | 281,372 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $14,368,074 | 274,043 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $14,445,641 | 279,035 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $16,439,047 | 278,392 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,567,281 | 268,944 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $7,513,198 | 191,859 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $6,312,678 | 174,239 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,591,181 | 151,893 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $5,315,879 | 144,847 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $4,350,608 | 133,046 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $4,056,363 | 124,276 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||