Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,613,806
-$543,297 QoQ
Shares Held
150,075
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#734
of 2,821 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Sep 30, 2020CallValue
$11,009
CallShares
316
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, 2026CERTUITY, LLC holds $147,101,848 across 9 Drug Manufacturers - General names. PFE ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
498,050 | $125,329,302 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
116,698 | $6,724,138 | |
| 3 | JNJ |
Johnson & Johnson
|
14,890 | $3,781,613 | |
| 4 | PFE |
Pfizer Inc
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|
150,075 | $3,613,806 | |
| 5 | LLY |
ELI LILLY & Co
|
2,505 | $3,004,572 | |
| 6 | MRK |
Merck & Co., Inc.
|
18,642 | $2,395,497 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,309 | $923,419 | |
| 8 | AMGN |
Amgen Inc
|
2,399 | $868,725 |
All Filings in PFE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,613,806 | 150,075 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,157,103 | 148,045 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,718,341 | 149,331 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,939,895 | 154,627 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,628,679 | 149,698 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,801,886 | 150,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,000,989 | 150,810 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,613,173 | 55,742 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,339,962 | 47,890 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,853,616 | 66,797 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,847,195 | 64,161 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,174,516 | 35,409 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,731,332 | 47,201 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,683,979 | 41,274 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,083,367 | 40,659 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $477,246 | 10,906 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $463,166 | 8,834 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $425,238 | 8,214 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $426,104 | 7,216 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $772,459 | 17,960 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $496,822 | 12,687 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $430,376 | 11,879 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $362,872 | 9,858 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $11,009 | 300 | Call | Sole | 2020-10-30 | |
| 2020-09-30 | $271,102 | 7,387 | Shares | Sole | 2020-10-30 | |
| 2020-03-31 | $32,639 | 1,000 | Call | Sole | 2020-04-13 | |
| 2020-03-31 | $230,111 | 7,050 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||