Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,410
-$5,407 QoQ
Shares Held
1,429
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,651
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $3,379,910 across 10 Drug Manufacturers - General names. PFE ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
5,076 | $1,838,121 | |
| 2 | LLY |
ELI LILLY & Co
|
574 | $688,472 | |
| 3 | JNJ |
Johnson & Johnson
|
1,373 | $348,700 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
4,400 | $253,528 | |
| 5 | MRK |
Merck & Co., Inc.
|
723 | $92,905 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
688 | $86,921 | |
| 7 | PFE |
Pfizer Inc
This page
|
1,429 | $34,410 | |
| 8 | GSK |
GSK plc
|
482 | $25,266 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,410 | 1,429 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $39,817 | 1,418 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,150 | 1,492 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,640 | 1,752 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $44,868 | 1,851 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $46,524 | 1,836 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $48,337 | 1,822 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,751 | 1,650 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $52,882 | 1,890 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $83,943 | 3,025 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $87,694 | 3,046 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $106,575 | 3,213 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $117,742 | 3,210 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $130,886 | 3,208 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $164,275 | 3,206 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $140,250 | 3,205 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $167,880 | 3,202 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $165,715 | 3,201 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $188,900 | 3,199 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $147,524 | 3,430 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $134,279 | 3,429 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $138,652 | 3,827 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $98,650 | 2,680 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $120,926 | 3,295 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $106,961 | 3,271 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $108,070 | 3,311 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||