Position in PFE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$357,732
-$88,571 QoQ
Shares Held
14,856
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,992
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, 2026CWS Financial Advisors, LLC holds $4,559,279 across 7 Drug Manufacturers - General names. PFE ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,387 | $1,103,944 | |
| 2 | JNJ |
Johnson & Johnson
|
3,919 | $995,308 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | AMGN |
Amgen Inc
|
1,490 | $539,558 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,162 | $399,487 | |
| 6 | PFE |
Pfizer Inc
This page
|
14,856 | $357,732 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,472 | $317,652 |
All Filings in PFE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,732 | 14,856 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $446,303 | 15,894 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $391,577 | 15,726 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $404,520 | 15,876 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $572,936 | 23,636 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $713,853 | 28,171 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $680,016 | 25,632 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $795,878 | 27,501 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $759,880 | 27,158 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $656,787 | 23,668 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $862,778 | 29,968 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,203,042 | 36,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,324,771 | 36,117 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,455,866 | 35,683 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,324,041 | 45,356 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,405,921 | 32,128 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,681,167 | 32,065 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,681,489 | 32,480 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,640,361 | 44,714 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,801,555 | 46,005 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,643,247 | 45,356 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,631,824 | 44,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,653,223 | 45,047 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,422,353 | 43,497 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,254,581 | 38,437 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||