Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$396,934
-$91,489 QoQ
Shares Held
16,484
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,913
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. PFE ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
72,426 | $11,350,602 | |
| 2 | MRK |
Merck & Co., Inc.
|
77,794 | $9,996,529 | |
| 3 | ABBV |
AbbVie Inc.
|
17,541 | $4,414,017 | |
| 4 | LLY |
ELI LILLY & Co
|
1,875 | $2,248,931 | |
| 5 | JNJ |
Johnson & Johnson
|
7,139 | $1,813,091 | |
| 6 | AMGN |
Amgen Inc
|
3,612 | $1,307,977 | |
| 7 | PFE |
Pfizer Inc
This page
|
16,484 | $396,934 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,934 | 16,484 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $488,423 | 17,394 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $441,999 | 17,751 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $449,135 | 17,627 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,684,158 | 234,495 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,981,785 | 236,061 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,694,823 | 214,656 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,354,297 | 219,568 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,273,535 | 224,215 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,078,193 | 219,034 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,408,115 | 187,847 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,911,922 | 178,231 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,441,484 | 175,613 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,921,556 | 169,646 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,824,245 | 152,698 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,662,810 | 152,258 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,955,466 | 151,735 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,772,696 | 150,139 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,702,375 | 147,373 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,682,979 | 155,382 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,407,280 | 163,618 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,655,466 | 156,099 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,994,969 | 135,696 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,659,574 | 126,964 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,052,645 | 123,934 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $250,544 | 7,676 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||