Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,868,885
-$720,538 QoQ
Shares Held
160,668
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#704
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, 2026Principle Wealth Partners LLC holds $78,818,305 across 10 Drug Manufacturers - General names. PFE ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
112,674 | $28,615,815 | |
| 2 | LLY |
ELI LILLY & Co
|
11,921 | $14,298,406 | |
| 3 | AMGN |
Amgen Inc
|
31,526 | $11,416,195 | |
| 4 | MRK |
Merck & Co., Inc.
|
79,812 | $10,255,842 | |
| 5 | ABBV |
AbbVie Inc.
|
32,482 | $8,173,770 | |
| 6 | PFE |
Pfizer Inc
This page
|
160,668 | $3,868,885 | |
| 7 | NVS |
Novartis AG
|
4,772 | $747,867 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
11,000 | $633,820 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,868,885 | 160,668 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,589,423 | 163,441 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,914,728 | 157,218 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $4,128,651 | 162,035 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,964,282 | 163,543 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $4,406,017 | 173,876 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $5,041,151 | 190,017 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $5,604,925 | 193,674 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,453,357 | 194,902 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,628,921 | 202,844 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $8,355,664 | 290,228 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $11,786,926 | 355,349 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $15,260,897 | 416,055 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $17,211,235 | 421,844 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $21,705,110 | 423,597 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $18,952,936 | 433,111 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,396,627 | 427,172 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $22,216,732 | 429,143 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $25,191,970 | 426,621 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,828,132 | 419,161 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $16,195,674 | 413,577 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,133,597 | 417,709 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $15,027,719 | 408,251 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,805,201 | 212,676 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,055,261 | 215,757 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,968,793 | 213,505 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||