Position in PFE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$357,780
-$123,988 QoQ
Shares Held
14,858
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,991
of 2,821 holders
Holding Since
Jun 2020
24 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, 2026Benchmark Financial Wealth Advisors, LLC holds $6,259,679 across 8 Drug Manufacturers - General names. PFE ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
26,443 | $1,523,645 | |
| 2 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,860 | $1,010,010 | |
| 4 | ABBV |
AbbVie Inc.
|
3,881 | $976,614 | |
| 5 | AMGN |
Amgen Inc
|
1,801 | $652,178 | |
| 6 | PFE |
Pfizer Inc
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|
14,858 | $357,780 | |
| 7 | JNJ |
Johnson & Johnson
|
1,211 | $307,557 | |
| 8 | NVS |
Novartis AG
|
1,667 | $261,252 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,780 | 14,858 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $481,768 | 17,157 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $416,502 | 16,727 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $482,259 | 18,927 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $449,142 | 18,529 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $476,265 | 18,795 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $416,043 | 15,682 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $441,277 | 15,248 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $430,975 | 15,403 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $428,127 | 15,428 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $234,609 | 8,149 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $251,624 | 6,860 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $292,862 | 7,178 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $373,488 | 7,289 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $343,691 | 7,854 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $388,244 | 7,405 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $356,022 | 6,877 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $419,727 | 7,108 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $306,919 | 7,136 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $251,837 | 6,431 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $216,256 | 5,969 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $236,467 | 6,424 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $231,429 | 6,306 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $219,646 | 6,717 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||