Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,146,183
-$137,915 QoQ
Shares Held
47,599
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,251
of 2,821 holders
Holding Since
Sep 2020
24 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, 2026Foundations Investment Advisors, LLC holds $142,238,372 across 14 Drug Manufacturers - General names. PFE ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
65,706 | $78,809,752 | |
| 2 | AMGN |
Amgen Inc
|
48,477 | $17,554,489 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
127,441 | $16,100,895 | |
| 4 | ABBV |
AbbVie Inc.
|
47,824 | $12,034,429 | |
| 5 | JNJ |
Johnson & Johnson
|
30,976 | $7,866,974 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,833 | $3,448,040 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
41,842 | $2,410,935 | |
| 8 | PFE |
Pfizer Inc
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|
47,599 | $1,146,183 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,183 | 47,599 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,284,098 | 45,730 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $955,886 | 38,389 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $999,529 | 39,228 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,843,306 | 76,044 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,899,561 | 74,963 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,157,016 | 118,998 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,397,765 | 82,853 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,690,808 | 96,169 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,614,938 | 94,232 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,960,619 | 102,835 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,196,397 | 216,955 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $5,642,007 | 153,817 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,653,933 | 114,067 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,713,055 | 72,464 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,432,921 | 32,745 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,995,590 | 38,062 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,875,368 | 36,225 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,721,366 | 29,151 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $506,872 | 11,785 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $431,504 | 11,019 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $367,299 | 10,138 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $244,050 | 6,630 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $350,998 | 9,564 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||