JGP Wealth Management, LLC

Position in PFE — Pfizer Inc

CIK 1748278 BEND, OR

Position in PFE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$251,636

-$41,603 QoQ

Shares Held

10,450

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,258

of 2,821 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

JGP Wealth Management, LLC holds $32,516,305 across 7 Drug Manufacturers - General names. PFE ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	43,268	$15,668,208
2	JNJ	Johnson & Johnson	32,356	$8,217,453
3	ABBV	AbbVie Inc.	17,144	$4,314,116
4	LLY	ELI LILLY & Co	1,736	$2,082,210
5	MRK	Merck & Co., Inc.	12,367	$1,589,159
6	NVS	Novartis AG	2,511	$393,523
7	PFE	Pfizer Inc This page	10,450	$251,636

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,636	10,450	+0.1%	Shares	Sole	2026-07-07
2026-03-31	$293,239	10,443	-57.6%	Shares	Sole	2026-04-08
2025-12-31	$613,909	24,655	+8.2%	Shares	Sole	2026-01-12
2025-09-30	$580,510	22,783	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$567,943	23,430	+5.4%	Shares	Sole	2025-07-28
2025-03-31	$563,485	22,237	-36.8%	Shares	Sole	2025-04-09
2024-12-31	$933,219	35,176	-32.8%	Shares	Sole	2025-01-15
2024-09-30	$1,515,848	52,379	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$1,464,669	52,347	-2.0%	Shares	Sole	2024-07-12
2024-03-31	$1,482,599	53,427	-6.7%	Shares	Sole	2024-04-24
2023-12-31	$1,648,256	57,251	-5.3%	Shares	Sole	2024-01-10
2023-09-30	$2,006,353	60,487	+3.4%	Shares	Sole	2023-10-19
2023-06-30	$2,145,303	58,487	+8.0%	Shares	Sole	2023-08-10
2023-03-31	$2,210,176	54,171	+4.0%	Shares	Sole	2023-04-14
2022-12-31	$2,668,630	52,081	+3.4%	Shares	Sole	2023-02-10
2022-09-30	$2,203,228	50,348	+2.9%	Shares	Sole	2022-10-14
2022-06-30	$2,565,190	48,926	+1.1%	Shares	Sole	2022-07-19
2022-03-31	$2,505,409	48,395	-0.6%	Shares	Sole	2022-04-20
2021-12-31	$2,874,317	48,676	+2.7%	Shares	Sole	2022-01-18
2021-09-30	$2,037,727	47,378	-0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,855,479	47,382	+11.0%	Shares	Sole	2021-08-12
2021-03-31	$1,547,093	42,702	-26.9%	Shares	Sole	2021-04-28
2020-12-31	$2,150,992	58,435	+2.0%	Shares	Sole	2021-02-10
2020-09-30	$2,102,430	57,287	-9.5%	Shares	Sole	2020-10-13
2020-06-30	$2,069,061	63,274	-0.4%	Shares	Sole	2020-07-13
2020-03-31	$2,072,767	63,504	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.