Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$939,262
-$213,784 QoQ
Shares Held
39,006
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,362
of 2,821 holders
Holding Since
Sep 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, 2026Advisor OS, LLC holds $35,713,549 across 10 Drug Manufacturers - General names. PFE ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,366 | $12,029,541 | |
| 2 | LLY |
ELI LILLY & Co
|
7,235 | $8,677,873 | |
| 3 | ABBV |
AbbVie Inc.
|
22,462 | $5,652,335 | |
| 4 | MRK |
Merck & Co., Inc.
|
36,859 | $4,736,381 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
9,281 | $1,172,559 | |
| 6 | AMGN |
Amgen Inc
|
2,773 | $1,004,156 | |
| 7 | PFE |
Pfizer Inc
This page
|
39,006 | $939,262 | |
| 8 | NVS |
Novartis AG
|
4,102 | $642,863 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,262 | 39,006 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,153,046 | 41,063 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $979,713 | 39,346 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $931,086 | 36,542 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,690,252 | 69,730 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,405,506 | 55,466 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,420,466 | 53,542 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,429,690 | 49,402 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,319,590 | 47,162 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,129,810 | 40,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,013,462 | 35,202 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,155,538 | 34,837 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,872,767 | 51,057 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,108,623 | 51,682 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,709,415 | 52,877 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,954,930 | 44,674 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,575,672 | 49,126 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,057,699 | 39,747 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,356,859 | 39,913 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,230,943 | 28,620 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,032,451 | 26,365 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $675,468 | 18,644 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $564,407 | 15,333 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $312,977 | 8,528 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||