Position in PFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$626,080
-$122,813 QoQ
Shares Held
26,000
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,600
of 2,821 holders
Holding Since
Mar 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, 2026BCS Wealth Management holds $7,700,051 across 8 Drug Manufacturers - General names. PFE ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,962 | $2,353,281 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,887 | $2,041,479 | |
| 3 | JNJ |
Johnson & Johnson
|
3,739 | $949,593 | |
| 4 | ABBV |
AbbVie Inc.
|
3,535 | $889,547 | |
| 5 | PFE |
Pfizer Inc
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|
26,000 | $626,080 | |
| 6 | AMGN |
Amgen Inc
|
843 | $305,267 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,112 | $294,553 | |
| 8 | NVS |
Novartis AG
|
1,533 | $240,251 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,080 | 26,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $748,893 | 26,670 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,328,166 | 53,340 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $679,551 | 26,670 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,190,402 | 49,109 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,134,725 | 44,780 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,212,818 | 45,715 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $1,095,958 | 39,494 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $755,823 | 26,253 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $875,953 | 26,408 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $493,476 | 12,095 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,380,969 | 26,951 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,179,025 | 26,943 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,383,050 | 26,379 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,342,240 | 25,927 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,654,049 | 28,011 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,121,700 | 26,080 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $980,292 | 25,033 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $899,663 | 24,832 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $893,010 | 24,260 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $898,121 | 24,472 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,057,715 | 32,346 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,047,742 | 32,100 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||