Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,807
-$238,767 QoQ
Shares Held
17,600
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,871
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, 2026Prestige Wealth Management Group LLC holds $26,909,774 across 14 Drug Manufacturers - General names. PFE ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,173 | $8,424,946 | |
| 2 | LLY |
ELI LILLY & Co
|
4,518 | $5,419,024 | |
| 3 | MRK |
Merck & Co., Inc.
|
36,409 | $4,678,556 | |
| 4 | ABBV |
AbbVie Inc.
|
17,347 | $4,365,198 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,647 | $1,189,679 | |
| 6 | AMGN |
Amgen Inc
|
3,138 | $1,136,331 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,232 | $913,690 | |
| 8 | PFE |
Pfizer Inc
This page
|
17,600 | $423,807 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,807 | 17,600 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $662,574 | 23,596 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $575,588 | 23,116 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $198,666 | 7,797 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $191,010 | 7,880 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $212,146 | 8,372 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $228,953 | 8,630 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $250,590 | 8,659 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $255,960 | 9,148 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $314,629 | 11,338 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $347,783 | 12,080 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $410,478 | 12,375 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $441,039 | 12,024 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,175,774 | 28,818 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $666,017 | 12,998 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,181,256 | 26,994 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,353,164 | 25,809 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,436,306 | 27,744 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $898,622 | 15,218 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $535,344 | 12,447 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $483,507 | 12,347 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $452,765 | 12,497 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $475,106 | 12,907 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $500,000 | 13,624 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $416,402 | 12,734 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $428,203 | 13,119 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||