Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,024,941
-$228,634 QoQ
Shares Held
42,564
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,314
of 2,821 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, 2026Meridian Wealth Advisors, LLC holds $18,785,727 across 8 Drug Manufacturers - General names. PFE ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,304 | $7,561,207 | |
| 2 | MRK |
Merck & Co., Inc.
|
25,697 | $3,302,064 | |
| 3 | AMGN |
Amgen Inc
|
8,375 | $3,032,755 | |
| 4 | JNJ |
Johnson & Johnson
|
11,076 | $2,812,971 | |
| 5 | PFE |
Pfizer Inc
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|
42,564 | $1,024,941 | |
| 6 | NVS |
Novartis AG
|
2,601 | $407,628 | |
| 7 | ABBV |
AbbVie Inc.
|
1,502 | $377,963 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,107 | $266,198 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,941 | 42,564 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,253,575 | 44,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,094,379 | 43,951 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $966,481 | 37,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $934,282 | 38,543 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $983,825 | 38,825 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,048,359 | 39,516 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,171,346 | 40,475 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,103,419 | 39,436 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $429,514 | 15,478 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $523,661 | 18,189 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $682,174 | 20,566 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $831,278 | 22,663 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,112,901 | 27,277 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,398,903 | 27,301 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,222,741 | 27,942 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,348,237 | 25,715 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,157,939 | 22,367 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,068,450 | 18,094 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $784,115 | 18,231 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $694,776 | 17,742 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $478,851 | 13,217 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $494,763 | 13,441 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $502,459 | 13,691 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $472,973 | 14,464 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $881,833 | 27,017 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||