Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,726,938
-$2,334,254 QoQ
Shares Held
819,225
+4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#292
of 2,826 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, 2026Foster Victor Wealth Advisors, LLC holds $146,000,046 across 9 Drug Manufacturers - General names. PFE ranks #5 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
93,625 | $23,559,795 | |
| 2 | AMGN |
Amgen Inc
|
64,695 | $23,427,353 | |
| 3 | GSK |
GSK plc
|
414,286 | $21,716,872 | |
| 4 | JNJ |
Johnson & Johnson
|
85,335 | $21,672,529 | |
| 5 | PFE |
Pfizer Inc
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|
819,225 | $19,726,938 | |
| 6 | LLY |
ELI LILLY & Co
|
15,754 | $18,895,821 | |
| 7 | MRK |
Merck & Co., Inc.
|
122,130 | $15,693,705 | |
| 8 | AZN |
Astrazeneca PLC
|
3,899 | $739,328 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,726,938 | 819,225 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $22,061,192 | 785,655 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $17,329,179 | 695,951 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,969,973 | 705,258 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,624,885 | 644,591 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $15,165,356 | 598,475 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $14,963,848 | 564,035 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $13,064,065 | 451,419 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,122,530 | 433,257 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,431,390 | 411,942 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,535,844 | 365,955 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,799,479 | 295,432 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,703,526 | 182,757 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,375,489 | 156,262 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,859,191 | 133,864 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,440,637 | 124,329 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,933,188 | 113,164 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,431,967 | 104,925 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,417,896 | 91,751 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,116,100 | 95,701 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,877,388 | 99,014 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,245,773 | 89,588 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,678,185 | 72,757 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,451,410 | 66,796 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,039,435 | 62,368 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,889,265 | 57,882 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||