Position in PFE
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$14,046,205
+$1,929,492 QoQ
Shares Held
500,221
+2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $125,986,971 across 13 Drug Manufacturers - General names. PFE ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
157,263 | $38,441,367 | |
| 2 | MRK |
Merck & Co., Inc.
|
137,497 | $16,539,514 | |
| 3 | LLY |
ELI LILLY & Co
|
17,474 | $16,072,060 | |
| 4 | NVO |
Novo Nordisk A S
|
385,620 | $14,171,535 | |
| 5 | PFE |
Pfizer Inc
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|
500,221 | $14,046,205 | |
| 6 | ABBV |
AbbVie Inc.
|
52,656 | $11,452,153 | |
| 7 | AMGN |
Amgen Inc
|
20,942 | $7,368,442 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
39,903 | $2,420,116 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,046,205 | 500,221 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,116,713 | 486,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,006,379 | 471,208 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,197,643 | 461,949 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,135,290 | 399,972 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,977,411 | 300,694 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,726,596 | 439,758 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $12,280,785 | 438,913 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $13,243,826 | 477,255 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,441,865 | 397,425 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,690,148 | 503,170 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $15,579,793 | 424,749 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,487,843 | 379,604 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,550,519 | 362,032 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,272,381 | 417,559 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $29,910,580 | 570,486 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,129,022 | 543,346 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,332,851 | 581,420 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $27,674,397 | 643,441 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||