Bay Harbor Wealth Management, LLC

Position in PFE — Pfizer Inc

CIK 1767989 Hunt Valley, MD

Position in PFE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$62,728

+$46,414 QoQ

Shares Held

2,605

+348.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,598

of 2,821 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $967,587 across 9 Drug Manufacturers - General names. PFE ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	1,237	$311,278
2	LLY	ELI LILLY & Co	228	$273,470
3	JNJ	Johnson & Johnson	591	$150,096
4	BMY	Bristol Myers Squibb Co	1,304	$75,136
5	PFE	Pfizer Inc This page	2,605	$62,728
6	MRK	Merck & Co., Inc.	319	$40,991
7	AMGN	Amgen Inc	72	$26,072
8	GILD	Gilead Sciences, Inc.	174	$21,983

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,728	2,605	+348.4%	Shares	Other	2026-07-28
2026-03-31	$16,314	581	+46.0%	Shares	Other	2026-04-14
2025-12-31	$9,910	398	+58.6%	Shares	Other	2026-02-02
2025-09-30	$6,395	251	+27.4%	Shares	Other	2025-10-09
2025-06-30	$4,775	197	+87.6%	Shares	Sole	2025-07-22
2025-03-31	$2,660	105	+38.2%	Shares	Sole	2025-05-12
2021-09-30	$3,268	76	-90.4%	Shares	Other	2021-11-24
2021-06-30	$31,093	794	-55.1%	Shares	Other	2021-07-28
2021-03-31	$64,018	1,767	-43.5%	Shares	Other	2021-05-05
2020-12-31	$115,104	3,127	-44.1%	Shares	Other	2021-02-09
2020-09-30	$205,116	5,589	-32.6%	Shares	Other	2020-10-27
2020-06-30	$271,246	8,295	-15.6%	Shares	Other	2020-07-16
2020-03-31	$320,752	9,827	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.