Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$452,559
-$97,135 QoQ
Shares Held
18,794
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,824
of 2,821 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, 2026Perennial Investment Advisors, LLC holds $11,466,622 across 12 Drug Manufacturers - General names. PFE ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,269 | $3,920,936 | |
| 2 | JNJ |
Johnson & Johnson
|
6,519 | $1,655,630 | |
| 3 | ABBV |
AbbVie Inc.
|
6,161 | $1,550,354 | |
| 4 | AMGN |
Amgen Inc
|
3,096 | $1,121,123 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,358 | $688,503 | |
| 6 | NVS |
Novartis AG
|
3,638 | $570,147 | |
| 7 | PFE |
Pfizer Inc
This page
|
18,794 | $452,559 | |
| 8 | NVO |
Novo Nordisk A S
|
7,554 | $362,138 |
All Filings in PFE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,559 | 18,794 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $549,694 | 19,576 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $518,841 | 20,837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $432,650 | 16,980 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,575 | 22,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $631,523 | 24,922 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $661,127 | 24,920 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $484,021 | 16,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,061 | 15,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $393,800 | 14,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $331,516 | 11,515 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $411,009 | 12,391 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $481,828 | 13,136 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $538,845 | 13,207 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $665,453 | 12,987 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $555,270 | 12,689 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $793,161 | 15,128 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $785,868 | 15,180 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $880,317 | 14,908 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $594,613 | 13,825 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $499,055 | 12,744 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $339,004 | 9,357 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $339,756 | 9,230 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $391,735 | 10,674 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $292,207 | 8,936 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||