Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$243,328
-$52,129 QoQ
Shares Held
10,105
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,293
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, 2026Physician Wealth Advisors, Inc. holds $3,911,594 across 15 Drug Manufacturers - General names. PFE ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,025 | $1,229,415 | |
| 2 | JNJ |
Johnson & Johnson
|
3,392 | $861,466 | |
| 3 | MRK |
Merck & Co., Inc.
|
4,682 | $601,637 | |
| 4 | ABBV |
AbbVie Inc.
|
1,376 | $346,256 | |
| 5 | NVS |
Novartis AG
|
1,603 | $251,222 | |
| 6 | PFE |
Pfizer Inc
This page
|
10,105 | $243,328 | |
| 7 | AZN |
Astrazeneca PLC
|
492 | $93,293 | |
| 8 | AMGN |
Amgen Inc
|
235 | $85,098 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,328 | 10,105 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $295,457 | 10,522 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $237,172 | 9,525 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $232,046 | 9,107 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $217,820 | 8,986 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $218,506 | 8,623 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $230,306 | 8,681 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $258,492 | 8,932 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $283,493 | 10,132 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $276,556 | 9,966 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $304,339 | 10,571 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $333,756 | 10,062 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $349,266 | 9,522 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $384,784 | 9,431 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $478,120 | 9,331 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $431,386 | 9,858 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $511,611 | 9,758 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $505,171 | 9,758 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $689,644 | 11,679 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $502,313 | 11,679 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $437,769 | 11,179 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $434,252 | 11,986 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $378,627 | 10,286 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $366,045 | 9,974 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $326,150 | 9,974 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $323,951 | 9,925 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||