Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$573,754
-$71,384 QoQ
Shares Held
23,827
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,661
of 2,821 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $9,846,369 across 9 Drug Manufacturers - General names. PFE ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,155 | $2,584,771 | |
| 2 | JNJ |
Johnson & Johnson
|
8,399 | $2,133,094 | |
| 3 | ABBV |
AbbVie Inc.
|
6,582 | $1,656,294 | |
| 4 | NVS |
Novartis AG
|
6,153 | $964,298 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,764 | $869,174 | |
| 6 | PFE |
Pfizer Inc
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|
23,827 | $573,754 | |
| 7 | AMGN |
Amgen Inc
|
1,040 | $376,604 | |
| 8 | NVO |
Novo Nordisk A S
|
7,465 | $357,872 |
All Filings in PFE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,754 | 23,827 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $645,138 | 22,975 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $531,814 | 21,358 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $538,621 | 21,139 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $491,975 | 20,296 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $554,717 | 21,891 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $583,633 | 21,999 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $655,027 | 22,634 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $629,130 | 22,485 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $624,347 | 22,499 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $798,317 | 27,729 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,024,488 | 30,886 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $958,191 | 26,123 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,033,627 | 25,334 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,298,114 | 25,334 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,119,380 | 25,580 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,333,452 | 25,433 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,283,015 | 24,783 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,448,260 | 24,526 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $955,123 | 22,207 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $860,031 | 21,962 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $774,198 | 21,369 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $657,058 | 17,850 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||