Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,373,258
-$154,237 QoQ
Shares Held
57,029
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,131
of 2,821 holders
Holding Since
Jun 2021
12 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, 2026BCGM Wealth Management, LLC holds $14,498,992 across 5 Drug Manufacturers - General names. PFE ranks #3 (9.5% of the industry book) .
All Filings in PFE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,258 | 57,029 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,527,495 | 54,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,225,528 | 49,218 | Shares | Sole | 2026-01-07 | |
| 2023-06-30 | $227,746 | 6,209 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $241,658 | 5,923 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $332,035 | 6,480 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $280,020 | 6,399 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $345,670 | 6,593 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $313,260 | 6,051 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $307,119 | 5,201 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $223,565 | 5,198 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $187,693 | 4,793 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||