Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,150,927
-$159,145 QoQ
Shares Held
47,796
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,247
of 2,821 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $18,338,750 across 12 Drug Manufacturers - General names. PFE ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,775 | $5,022,256 | |
| 2 | LLY |
ELI LILLY & Co
|
3,673 | $4,405,506 | |
| 3 | AMGN |
Amgen Inc
|
11,144 | $4,035,465 | |
| 4 | ABBV |
AbbVie Inc.
|
7,796 | $1,961,785 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,943 | $1,206,735 | |
| 6 | PFE |
Pfizer Inc
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|
47,796 | $1,150,927 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,770 | $227,445 | |
| 8 | NVS |
Novartis AG
|
1,264 | $198,094 |
All Filings in PFE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,927 | 47,796 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,310,072 | 46,655 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,111,237 | 44,628 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,139,108 | 44,706 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,079,189 | 44,521 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,225,163 | 48,349 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $467,830 | 17,634 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $144,584 | 4,996 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $159,877 | 5,714 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $217,116 | 7,824 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $374,557 | 13,010 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $525,512 | 15,843 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $382,609 | 10,431 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $358,387 | 8,784 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,084,443 | 21,164 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,282,649 | 29,311 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,554,864 | 29,656 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,448,213 | 27,974 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,749,651 | 29,630 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $595,817 | 13,853 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $996,582 | 25,449 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $833,434 | 23,004 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $378,738 | 10,289 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||