Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$970,761
-$67,637 QoQ
Shares Held
40,314
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,348
of 2,826 holders
Holding Since
Jun 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $35,464,128 across 10 Drug Manufacturers - General names. PFE ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,065 | $10,683,248 | |
| 2 | LLY |
ELI LILLY & Co
|
6,597 | $7,912,640 | |
| 3 | ABBV |
AbbVie Inc.
|
26,093 | $6,566,042 | |
| 4 | MRK |
Merck & Co., Inc.
|
35,684 | $4,585,394 | |
| 5 | AMGN |
Amgen Inc
|
8,993 | $3,256,545 | |
| 6 | PFE |
Pfizer Inc
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|
40,314 | $970,761 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,467 | $603,108 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,533 | $446,359 |
All Filings in PFE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,761 | 40,314 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,038,398 | 36,980 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $817,616 | 32,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,877,952 | 73,703 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,567,770 | 64,677 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,050,520 | 41,457 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,259,564 | 47,477 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,189,607 | 41,106 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $965,869 | 34,520 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $239,510 | 8,631 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $875,072 | 30,395 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $229,005 | 6,904 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $227,452 | 6,201 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $464,916 | 11,395 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $842,795 | 16,448 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $891,391 | 20,370 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,196,872 | 22,828 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $988,341 | 19,091 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $767,354 | 12,995 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $460,508 | 10,707 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $523,921 | 13,379 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $499,466 | 13,786 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $347,928 | 9,452 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $343,952 | 9,372 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $220,627 | 6,747 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||