Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$432,139
+$55,643 QoQ
Shares Held
17,946
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,857
of 2,821 holders
Holding Since
Jun 2020
20 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, 2026Keebeck Wealth Management holds $26,055,162 across 12 Drug Manufacturers - General names. PFE ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,672 | $10,401,457 | |
| 2 | ABBV |
AbbVie Inc.
|
22,005 | $5,537,338 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,212 | $3,625,242 | |
| 4 | JNJ |
Johnson & Johnson
|
9,392 | $2,385,286 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
16,581 | $955,397 | |
| 6 | AMGN |
Amgen Inc
|
2,529 | $915,801 | |
| 7 | NVS |
Novartis AG
|
3,950 | $619,044 | |
| 8 | PFE |
Pfizer Inc
This page
|
17,946 | $432,139 |
All Filings in PFE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,139 | 17,946 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $376,496 | 13,408 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $223,178 | 8,963 | Shares | Other | 2026-02-17 | |
| 2024-09-30 | $397,867 | 13,748 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $381,591 | 13,638 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $369,491 | 13,315 | Shares | Other | 2024-05-14 | |
| 2023-09-30 | $202,967 | 6,119 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $226,829 | 6,184 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $252,307 | 6,184 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $316,868 | 6,184 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $271,924 | 6,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $375,084 | 7,154 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $309,170 | 5,972 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $352,646 | 5,972 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $233,458 | 5,428 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $363,522 | 9,283 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $336,323 | 9,283 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $341,707 | 9,283 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $231,870 | 6,318 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $177,495 | 5,428 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||