Position in PFE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,061,590
-$166,460 QoQ
Shares Held
44,086
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,294
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026Providence Wealth Advisors, LLC holds $29,228,180 across 9 Drug Manufacturers - General names. PFE ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,369 | $14,835,750 | |
| 2 | ABBV |
AbbVie Inc.
|
12,831 | $3,228,792 | |
| 3 | JNJ |
Johnson & Johnson
|
10,046 | $2,551,382 | |
| 4 | AMGN |
Amgen Inc
|
6,063 | $2,195,533 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
15,197 | $1,919,988 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
31,560 | $1,818,487 | |
| 7 | MRK |
Merck & Co., Inc.
|
11,036 | $1,418,126 | |
| 8 | PFE |
Pfizer Inc
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|
44,086 | $1,061,590 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,590 | 44,086 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,228,050 | 43,734 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,014,849 | 40,757 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,117,960 | 43,876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,071,408 | 44,200 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,069,778 | 42,217 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,096,829 | 41,343 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,238,429 | 42,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,194,801 | 42,702 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,161,476 | 41,855 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $263,860 | 9,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,279,333 | 38,569 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,400,369 | 38,178 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,647,830 | 40,388 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,059,848 | 40,200 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,741,954 | 39,807 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,149,525 | 40,998 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,033,111 | 39,272 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,309,681 | 39,114 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,690,551 | 39,306 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,582,220 | 40,404 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,455,504 | 40,174 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,436,657 | 39,029 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,369,092 | 37,305 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,662,371 | 50,837 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,673,711 | 51,278 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||