Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$443,962
-$8,041 QoQ
Shares Held
18,437
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,841
of 2,820 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, 2026MBM WEALTH CONSULTANTS, LLC holds $7,368,677 across 6 Drug Manufacturers - General names. PFE ranks #6 (6.0% of the industry book) .
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,962 | 18,437 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $452,003 | 16,097 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $356,219 | 14,306 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $330,042 | 12,953 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $321,640 | 13,269 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,992 | 11,523 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $247,975 | 9,347 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $249,404 | 8,618 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $234,248 | 8,372 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $230,463 | 8,305 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $247,997 | 8,614 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $290,735 | 8,765 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $337,786 | 9,209 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $427,543 | 10,479 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $536,943 | 10,479 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $416,989 | 9,529 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $520,787 | 9,933 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $619,479 | 11,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $951,886 | 16,120 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $918,478 | 21,355 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,835,938 | 46,883 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,709,983 | 47,198 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,066,974 | 28,986 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,073,253 | 29,244 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $968,640 | 29,622 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,389,711 | 42,577 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||