Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$612,932
-$96,537 QoQ
Shares Held
25,454
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,617
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $17,401,793 across 7 Drug Manufacturers - General names. PFE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
25,593 | $6,499,854 | |
| 2 | AMGN |
Amgen Inc
|
10,233 | $3,705,573 | |
| 3 | ABBV |
AbbVie Inc.
|
9,464 | $2,381,520 | |
| 4 | MRK |
Merck & Co., Inc.
|
16,179 | $2,079,001 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,459 | $1,524,567 | |
| 6 | PFE |
Pfizer Inc
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|
25,454 | $612,932 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,736 | $598,346 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,932 | 25,454 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $709,469 | 25,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $619,213 | 24,868 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $605,506 | 23,764 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $529,547 | 21,846 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $549,092 | 21,669 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $575,409 | 21,689 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,025,662 | 35,441 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $833,468 | 29,788 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $833,027 | 30,019 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $584,235 | 20,293 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,979,784 | 59,686 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,874,971 | 51,117 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,831,144 | 44,881 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,395,470 | 46,750 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,041,053 | 46,642 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,399,144 | 45,759 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,344,973 | 45,296 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,690,554 | 45,564 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,903,149 | 44,249 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,727,660 | 44,118 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,459,489 | 40,284 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,437,577 | 39,054 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,479,228 | 40,306 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $793,400 | 24,263 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $740,306 | 22,681 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||