Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$222,547
-$34,693 QoQ
Shares Held
9,242
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,379
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mattern Wealth Management LLC holds $8,952,384 across 8 Drug Manufacturers - General names. PFE ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,534 | $3,039,355 | |
| 2 | JNJ |
Johnson & Johnson
|
9,980 | $2,534,620 | |
| 3 | ABBV |
AbbVie Inc.
|
4,847 | $1,219,699 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,274 | $806,209 | |
| 5 | AMGN |
Amgen Inc
|
1,809 | $655,075 | |
| 6 | NVS |
Novartis AG
|
1,633 | $255,923 | |
| 7 | PFE |
Pfizer Inc
This page
|
9,242 | $222,547 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,800 | $218,956 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,547 | 9,242 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $257,240 | 9,161 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $228,108 | 9,161 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $223,230 | 8,761 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $207,639 | 8,566 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $217,062 | 8,566 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $227,255 | 8,566 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,133 | 10,751 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $300,812 | 10,751 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $298,340 | 10,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,642 | 10,651 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $359,330 | 10,833 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $397,354 | 10,833 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $441,986 | 10,833 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $560,206 | 10,933 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $478,428 | 10,933 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $594,189 | 11,333 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $577,287 | 11,151 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $658,466 | 11,151 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $479,604 | 11,151 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $532,615 | 13,601 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $490,952 | 13,551 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $539,634 | 14,660 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $525,249 | 14,312 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $468,002 | 14,312 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $471,484 | 14,445 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||