Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,248,783
-$321,575 QoQ
Shares Held
93,388
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#905
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, 2026WEALTH ALLIANCE, LLC holds $31,462,048 across 11 Drug Manufacturers - General names. PFE ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,574 | $9,084,483 | |
| 2 | ABBV |
AbbVie Inc.
|
21,367 | $5,376,791 | |
| 3 | AMGN |
Amgen Inc
|
11,201 | $4,056,106 | |
| 4 | JNJ |
Johnson & Johnson
|
14,755 | $3,747,327 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,770 | $2,797,445 | |
| 6 | PFE |
Pfizer Inc
This page
|
93,388 | $2,248,783 | |
| 7 | AZN |
Astrazeneca PLC
|
8,277 | $1,569,484 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,651 | $1,074,670 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,783 | 93,388 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,570,358 | 91,537 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,333,727 | 93,724 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,327,470 | 91,345 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,576,254 | 65,027 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,383,310 | 54,590 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,257,283 | 47,391 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,491,567 | 51,540 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,392,284 | 49,760 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,449,604 | 52,238 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,088,319 | 37,802 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,460,077 | 44,018 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,510,959 | 41,193 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,659,907 | 40,684 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,212,337 | 43,176 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,619,732 | 37,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,974,408 | 37,658 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $1,769,135 | 34,173 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,801,791 | 30,513 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,340,061 | 31,157 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,782,876 | 45,528 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,613,538 | 44,536 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,769,419 | 48,069 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,580,961 | 43,078 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,060,952 | 32,445 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,251,089 | 38,330 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||