Position in PFE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,963,502
-$1,458,897 QoQ
Shares Held
289,182
-3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#508
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2024CallValue
$27,980
CallShares
1,000
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, 2026SteelPeak Wealth, LLC holds $140,108,606 across 11 Drug Manufacturers - General names. PFE ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
188,790 | $68,364,634 | |
| 2 | JNJ |
Johnson & Johnson
|
90,701 | $23,035,332 | |
| 3 | MRK |
Merck & Co., Inc.
|
170,247 | $21,876,739 | |
| 4 | ABBV |
AbbVie Inc.
|
37,009 | $9,312,944 | |
| 5 | PFE |
Pfizer Inc
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|
289,182 | $6,963,502 | |
| 6 | LLY |
ELI LILLY & Co
|
5,219 | $6,259,825 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
48,151 | $2,774,460 | |
| 8 | BIIB |
Biogen Inc.
|
3,011 | $650,556 |
All Filings in PFE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,963,502 | 289,182 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,422,399 | 299,943 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,567,243 | 344,066 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,358,049 | 249,531 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,235,885 | 257,256 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,601,685 | 221,061 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $488,205 | 18,402 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,015,793 | 173,317 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $27,980 | 1,000 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $1,410,975 | 50,428 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,076,977 | 38,810 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $687,015 | 23,863 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,180,719 | 35,596 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,421,056 | 38,742 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,746,525 | 42,807 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,183,233 | 62,124 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,013,185 | 91,709 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,908,659 | 55,477 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,767,934 | 53,466 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,766,610 | 46,852 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,779,108 | 41,365 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,485,456 | 37,933 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $19,580 | 500 | Call | Sole | 2021-08-13 | |
| 2021-03-31 | $994,114 | 27,439 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,915,371 | 52,034 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $608,265 | 16,574 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,464,829 | 167,120 | Shares | Sole | 2020-07-21 | |
| 2020-06-30 | $22,890 | 700 | Call | Sole | 2020-07-21 | |
| 2020-03-31 | $4,573,543 | 140,121 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||