Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,918,129
-$726,499 QoQ
Shares Held
162,713
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#698
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, 2026Williams Jones Wealth Management, LLC. holds $303,933,088 across 10 Drug Manufacturers - General names. PFE ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
117,525 | $140,963,022 | |
| 2 | JNJ |
Johnson & Johnson
|
373,829 | $94,941,351 | |
| 3 | AMGN |
Amgen Inc
|
110,298 | $39,941,111 | |
| 4 | ABBV |
AbbVie Inc.
|
50,099 | $12,606,912 | |
| 5 | MRK |
Merck & Co., Inc.
|
57,783 | $7,425,115 | |
| 6 | PFE |
Pfizer Inc
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|
162,713 | $3,918,129 | |
| 7 | NVS |
Novartis AG
|
11,157 | $1,748,525 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
11,845 | $1,496,497 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,918,129 | 162,713 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,644,628 | 165,407 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,040,000 | 162,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,333,256 | 170,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,186,611 | 172,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,668,464 | 184,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,928,796 | 185,782 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,800,386 | 200,428 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,783,466 | 206,700 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,925,957 | 213,548 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,681,583 | 232,080 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,128,815 | 275,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,685,397 | 291,314 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,277,625 | 325,432 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,854,526 | 328,933 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,425,706 | 352,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,883,401 | 341,091 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,489,978 | 241,259 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,830,171 | 166,472 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,746,763 | 156,865 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,680,021 | 93,974 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,485,253 | 96,198 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,955,676 | 107,462 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,175,978 | 113,787 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,707,431 | 113,377 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,607,988 | 110,539 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||