Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,296
-$1,212 QoQ
Shares Held
303
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,755
of 2,820 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $777,524 across 8 Drug Manufacturers - General names. PFE ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
406 | $486,968 | |
| 2 | ABBV |
AbbVie Inc.
|
502 | $126,323 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
615 | $77,699 | |
| 4 | JNJ |
Johnson & Johnson
|
163 | $41,397 | |
| 5 | NVS |
Novartis AG
|
167 | $26,172 | |
| 6 | MRK |
Merck & Co., Inc.
|
57 | $7,324 | |
| 7 | PFE |
Pfizer Inc
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|
303 | $7,296 | |
| 8 | AMGN |
Amgen Inc
|
12 | $4,345 |
All Filings in PFE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,296 | 303 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,508 | 303 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,811 | 1,639 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $38,678 | 1,518 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $54,830 | 2,262 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $13,397 | 505 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,547 | 399 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,296 | 368 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,760 | 640 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $128,900 | 2,997 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $156,522 | 3,997 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $144,811 | 3,997 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $147,129 | 3,997 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $146,689 | 3,997 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $98,002 | 2,997 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $120,604 | 3,695 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||