Golden State Wealth Management, LLC

Position in PFE — Pfizer Inc

CIK 1776033 SANTA ANA, CA

Position in PFE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$271,935

-$14,846 QoQ

Shares Held

11,293

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,202

of 2,821 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $5,982,098 across 14 Drug Manufacturers - General names. PFE ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,159	$1,390,139
2	JNJ	Johnson & Johnson	4,761	$1,209,151
3	MRK	Merck & Co., Inc.	6,790	$872,515
4	ABBV	AbbVie Inc.	2,747	$691,255
5	AMGN	Amgen Inc	1,814	$656,885
6	PFE	Pfizer Inc This page	11,293	$271,935
7	AZN	Astrazeneca PLC	1,109	$210,288
8	BMY	Bristol Myers Squibb Co	3,040	$175,164

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,935	11,293	+10.6%	Shares	Sole	2026-07-22
2026-03-31	$286,781	10,213	-25.7%	Shares	Sole	2026-04-28
2025-12-31	$342,126	13,740	-22.7%	Shares	Sole	2026-02-13
2025-09-30	$452,677	17,766	-32.8%	Shares	Sole	2025-11-03
2025-06-30	$641,317	26,457	-17.2%	Shares	Sole	2025-08-06
2025-03-31	$809,308	31,938	-1.2%	Shares	Sole	2025-04-24
2024-12-31	$857,449	32,320	+160.6%	Shares	Sole	2025-01-28
2022-03-31	$642,051	12,402	-52.2%	Shares	Sole	2022-05-19
2021-12-31	$1,530,989	25,927	+85.2%	Shares	Sole	2022-02-14
2021-09-30	$602,183	14,001	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$552,665	14,113	+15.7%	Shares	Sole	2021-08-12
2021-03-31	$442,042	12,201	-47.1%	Shares	Sole	2021-05-14
2020-12-31	$849,390	23,075	+49.8%	Shares	Sole	2021-01-28
2020-09-30	$565,399	15,406	+9.5%	Shares	Sole	2020-11-12
2020-06-30	$460,056	14,069	+21.3%	Shares	Sole	2020-08-11
2020-03-31	$378,525	11,597	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.