LifeSteps Financial, Inc.

Position in PFE — Pfizer Inc

CIK 1801373 CLAREMONT, CA

Position in PFE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$127,792

-$47,421 QoQ

Shares Held

5,307

-15.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,511

of 2,821 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $4,238,352 across 14 Drug Manufacturers - General names. PFE ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	7,339	$1,846,785
2	JNJ	Johnson & Johnson	4,127	$1,048,134
3	NVO	Novo Nordisk A S	7,446	$356,961
4	LLY	ELI LILLY & Co	263	$315,450
5	AMGN	Amgen Inc	813	$294,403
6	PFE	Pfizer Inc This page	5,307	$127,792
7	MRK	Merck & Co., Inc.	805	$103,442
8	BMY	Bristol Myers Squibb Co	1,484	$85,508

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,792	5,307	-15.9%	Shares	Sole	2026-07-17
2024-03-31	$175,213	6,314	-30.8%	Shares	Sole	2024-04-26
2023-09-30	$302,676	9,125	+0.0%	Shares	Sole	2023-10-25
2023-06-30	$334,594	9,122	-0.7%	Shares	Sole	2023-07-14
2023-03-31	$374,748	9,185	-10.8%	Shares	Sole	2023-04-12
2022-12-31	$527,669	10,298	+22.3%	Shares	Sole	2023-01-18
2022-09-30	$368,371	8,418	+2.9%	Shares	Sole	2022-10-14
2022-06-30	$428,824	8,179	+2.5%	Shares	Sole	2022-07-13
2022-03-31	$413,021	7,978	-0.4%	Shares	Sole	2022-04-12
2021-12-31	$472,990	8,010	-8.2%	Shares	Sole	2022-01-26
2021-09-30	$375,262	8,725	0.0%	Shares	Sole	2021-10-06
2021-06-30	$341,671	8,725	-0.1%	Shares	Sole	2021-07-09
2021-03-31	$316,324	8,731	-6.3%	Shares	Sole	2021-04-20
2020-12-31	$342,921	9,316	+3.6%	Shares	Sole	2021-01-25
2020-09-30	$330,152	8,996	+44.0%	Shares	Sole	2020-10-21
2020-06-30	$204,244	6,246	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.