Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$406,133
-$11,809 QoQ
Shares Held
16,866
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,899
of 2,821 holders
Holding Since
Dec 2025
3 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, 2026Facet Wealth, Inc. holds $13,513,916 across 10 Drug Manufacturers - General names. PFE ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,243 | $3,889,751 | |
| 2 | ABBV |
AbbVie Inc.
|
11,184 | $2,814,341 | |
| 3 | JNJ |
Johnson & Johnson
|
10,604 | $2,693,097 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,129 | $1,558,576 | |
| 5 | AMGN |
Amgen Inc
|
2,188 | $792,318 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
8,331 | $480,032 | |
| 7 | PFE |
Pfizer Inc
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|
16,866 | $406,133 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,804 | $354,257 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,133 | 16,866 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $417,942 | 14,884 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $310,453 | 12,468 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||