Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,660
-$56,658 QoQ
Shares Held
10,451
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,257
of 2,821 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Jacobsen Capital Management holds $5,455,034 across 7 Drug Manufacturers - General names. PFE ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,543 | $1,850,720 | |
| 2 | JNJ |
Johnson & Johnson
|
4,712 | $1,196,706 | |
| 3 | ABBV |
AbbVie Inc.
|
3,660 | $921,002 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,798 | $616,543 | |
| 5 | AMGN |
Amgen Inc
|
1,011 | $366,103 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
1,997 | $252,300 | |
| 7 | PFE |
Pfizer Inc
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|
10,451 | $251,660 |
All Filings in PFE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,660 | 10,451 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $308,318 | 10,980 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $265,010 | 10,643 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $258,367 | 10,140 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $246,178 | 9,715 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $230,333 | 8,682 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $301,410 | 10,415 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $288,054 | 10,295 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $220,560 | 7,661 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||