Position in PFE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,122,128
-$271,847 QoQ
Shares Held
46,600
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,266
of 2,821 holders
Holding Since
Mar 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, 2026Apella Capital, LLC holds $29,919,337 across 10 Drug Manufacturers - General names. PFE ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,479 | $10,788,391 | |
| 2 | ABBV |
AbbVie Inc.
|
20,565 | $5,174,976 | |
| 3 | LLY |
ELI LILLY & Co
|
4,276 | $5,128,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
37,663 | $4,839,695 | |
| 5 | PFE |
Pfizer Inc
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|
46,600 | $1,122,128 | |
| 6 | AMGN |
Amgen Inc
|
2,984 | $1,080,566 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,792 | $737,075 | |
| 8 | NVS |
Novartis AG
|
2,960 | $463,891 |
All Filings in PFE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,128 | 46,600 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,393,975 | 49,643 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $682,608 | 27,414 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $628,438 | 24,664 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $553,908 | 22,851 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $572,734 | 22,602 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $563,178 | 21,228 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $526,505 | 18,193 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $492,755 | 17,611 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $409,395 | 14,753 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $438,011 | 15,214 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $510,685 | 15,396 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $582,148 | 15,871 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $918,835 | 17,932 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $691,495 | 15,802 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $800,029 | 15,259 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $735,392 | 14,205 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $831,010 | 14,073 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $585,495 | 13,613 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $532,654 | 13,602 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $500,698 | 13,820 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $511,843 | 13,905 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $523,157 | 14,255 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $450,606 | 13,780 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $219,112 | 6,713 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||