Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,628,489
-$108,691 QoQ
Shares Held
192,213
+13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#628
of 2,821 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. PFE ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
This page
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in PFE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,628,489 | 192,213 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,737,180 | 168,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,513,564 | 141,107 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,174,476 | 124,587 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,896,655 | 119,499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,375,042 | 93,727 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,073,186 | 78,145 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $912,883 | 31,544 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $823,899 | 29,446 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $409,118 | 14,743 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $464,728 | 16,142 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $570,490 | 17,199 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $494,373 | 13,478 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $427,543 | 10,479 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $538,583 | 10,511 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $544,024 | 12,432 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,431,234 | 27,298 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,443,761 | 27,888 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $920,235 | 15,584 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $565,237 | 13,142 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $340,222 | 8,688 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||