Position in PFE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$146,912
-$21,876 QoQ
Shares Held
6,101
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,496
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, 2026HHM Wealth Advisors, LLC holds $8,047,120 across 11 Drug Manufacturers - General names. PFE ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,201 | $2,639,945 | |
| 2 | ABBV |
AbbVie Inc.
|
9,421 | $2,370,700 | |
| 3 | JNJ |
Johnson & Johnson
|
5,167 | $1,312,262 | |
| 4 | MRK |
Merck & Co., Inc.
|
5,402 | $694,157 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
|
1,449 | $227,087 | |
| 7 | PFE |
Pfizer Inc
This page
|
6,101 | $146,912 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,183 | $68,164 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,912 | 6,101 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $168,788 | 6,011 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $138,817 | 5,575 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $231,817 | 9,098 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $217,820 | 8,986 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $219,292 | 8,654 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $247,975 | 9,347 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $178,357 | 6,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $176,581 | 6,311 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $160,200 | 5,773 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $193,123 | 6,708 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $220,945 | 6,661 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $227,416 | 6,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,960 | 6,200 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $313,947 | 6,127 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $273,718 | 6,255 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $350,494 | 6,685 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $335,573 | 6,482 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $241,042 | 4,082 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $175,738 | 4,086 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $160,281 | 4,093 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $148,289 | 4,093 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $150,663 | 4,093 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $131,862 | 3,593 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $109,414 | 3,346 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $123,411 | 3,781 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||