Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$965,872
+$201,731 QoQ
Shares Held
40,111
+47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,348
of 2,821 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $17,002,805 across 9 Drug Manufacturers - General names. PFE ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,432 | $6,515,304 | |
| 2 | JNJ |
Johnson & Johnson
|
10,973 | $2,786,812 | |
| 3 | MRK |
Merck & Co., Inc.
|
21,357 | $2,744,374 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
33,126 | $1,908,720 | |
| 5 | PFE |
Pfizer Inc
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|
40,111 | $965,872 | |
| 6 | ABBV |
AbbVie Inc.
|
3,688 | $928,048 | |
| 7 | BIIB |
Biogen Inc.
|
2,967 | $641,050 | |
| 8 | AMGN |
Amgen Inc
|
826 | $299,111 |
All Filings in PFE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,872 | 40,111 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $764,141 | 27,213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $642,669 | 25,810 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $618,603 | 24,278 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,260 | 22,618 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $570,732 | 22,523 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $663,435 | 25,007 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $722,863 | 24,978 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $688,028 | 24,590 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $361,943 | 13,043 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $595,780 | 20,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,143,237 | 34,466 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,261,095 | 34,381 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,507,478 | 36,948 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,792,580 | 34,984 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,516,502 | 34,655 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,814,654 | 34,611 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,792,898 | 34,632 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,931,466 | 32,709 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,251,547 | 29,099 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,165,049 | 29,751 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||