Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,075
-$80,014 QoQ
Shares Held
9,347
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,367
of 2,821 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. PFE ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
This page
|
9,347 | $225,075 |
All Filings in PFE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,075 | 9,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $305,089 | 10,865 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $269,741 | 10,833 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $264,507 | 10,381 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $240,969 | 9,941 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,849 | 9,189 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $252,990 | 9,536 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $291,773 | 10,082 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,861 | 8,930 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $202,325 | 7,291 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $268,909 | 8,107 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $313,724 | 8,553 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $340,598 | 8,348 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $433,080 | 8,452 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $303,038 | 6,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $360,561 | 6,877 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $314,606 | 6,077 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $248,836 | 4,214 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||