Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$224,786
+$205,945 QoQ
Shares Held
9,335
+1291.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,369
of 2,821 holders
Holding Since
Mar 2020
18 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, 2026Lloyd Advisory Services, LLC. holds $1,085,044 across 10 Drug Manufacturers - General names. PFE ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,113 | $280,075 | |
| 2 | PFE |
Pfizer Inc
This page
|
9,335 | $224,786 | |
| 3 | SNY |
Sanofi
|
5,244 | $223,709 | |
| 4 | MRK |
Merck & Co., Inc.
|
901 | $115,778 | |
| 5 | AMGN |
Amgen Inc
|
314 | $113,705 | |
| 6 | JNJ |
Johnson & Johnson
|
259 | $65,778 | |
| 7 | LLY |
ELI LILLY & Co
|
32 | $38,381 | |
| 8 | AZN |
Astrazeneca PLC
|
105 | $19,910 |
All Filings in PFE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,786 | 9,335 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,841 | 671 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $214,164 | 8,601 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222,338 | 8,726 | Shares | Sole | 2025-10-30 | |
| 2024-03-31 | $629,508 | 22,685 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $281,278 | 9,770 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $877,910 | 26,467 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $253,689 | 4,951 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $213,373 | 4,876 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $384,102 | 7,326 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $222,403 | 4,296 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $178,449 | 3,022 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $161,201 | 3,748 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $263,820 | 6,737 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $216,909 | 5,987 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $224,246 | 6,092 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $242,880 | 6,618 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $273,163 | 8,369 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||