Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,394,081
-$904,617 QoQ
Shares Held
99,422
-15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#881
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, 2026XML Financial, LLC holds $41,755,485 across 10 Drug Manufacturers - General names. PFE ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
60,680 | $15,410,899 | |
| 2 | MRK |
Merck & Co., Inc.
|
59,108 | $7,595,378 | |
| 3 | AMGN |
Amgen Inc
|
18,659 | $6,756,797 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
46,441 | $2,675,930 | |
| 5 | ABBV |
AbbVie Inc.
|
9,996 | $2,515,393 | |
| 6 | PFE |
Pfizer Inc
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|
99,422 | $2,394,081 | |
| 7 | LLY |
ELI LILLY & Co
|
1,921 | $2,304,105 | |
| 8 | NVS |
Novartis AG
|
5,376 | $842,526 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,394,081 | 99,422 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,298,698 | 117,475 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,183,290 | 127,843 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,596,068 | 141,133 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,578,139 | 147,613 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,833,409 | 151,279 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,177,175 | 157,451 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,267,629 | 182,019 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,017,625 | 179,329 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,014,314 | 180,696 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,526,211 | 191,949 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,218,346 | 187,469 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,842,433 | 186,544 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,453,833 | 182,692 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,197,426 | 179,497 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,896,579 | 180,452 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,461,119 | 27,868 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,616,288 | 166,434 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,782,518 | 165,665 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $7,059,747 | 164,142 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $814,253 | 20,793 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $808,979 | 22,329 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $813,132 | 22,090 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $792,278 | 21,588 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $729,308 | 22,303 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $758,029 | 23,224 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||