Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$140,314
-$41,195 QoQ
Shares Held
5,827
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,032
of 1,181 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)
Derivatives in PFE
reported options exposure · as of Sep 30, 2022CallValue
$87,520
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HOEY INVESTMENTS, INC holds $4,107,250 across 15 Drug Manufacturers - General names. PFE ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
4,928 | $1,784,527 | |
| 2 | ABBV |
AbbVie Inc.
|
4,275 | $1,075,761 | |
| 3 | JNJ |
Johnson & Johnson
|
2,250 | $571,432 | |
| 4 | GSK |
GSK plc
|
4,897 | $256,700 | |
| 5 | LLY |
ELI LILLY & Co
|
187 | $224,293 | |
| 6 | PFE |
Pfizer Inc
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|
5,827 | $140,314 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
300 | $17,286 | |
| 8 | AZN |
Astrazeneca PLC
|
77 | $14,600 |
All Filings in PFE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,314 | 5,827 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $181,509 | 6,464 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $174,673 | 7,015 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $216,019 | 8,478 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,922 | 9,279 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $240,248 | 9,481 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $250,124 | 9,428 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,503 | 10,280 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $287,634 | 10,280 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $334,470 | 12,053 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $421,802 | 14,651 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $531,549 | 16,025 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $692,004 | 18,866 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $1,406,049 | 34,462 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $2,027,208 | 39,563 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,843,127 | 42,119 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $87,520 | 2,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $2,063,959 | 39,366 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,197,636 | 42,450 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,501,724 | 59,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,485,590 | 57,791 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,457,211 | 62,748 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,679,985 | 46,370 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $1,882,831 | 51,150 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,032,554 | 55,383 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,780,843 | 54,460 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $468,318 | 14,348 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||