Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$979,959
-$162,419 QoQ
Shares Held
40,696
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,341
of 2,821 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $20,365,703 across 11 Drug Manufacturers - General names. PFE ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,843 | $4,609,409 | |
| 2 | JNJ |
Johnson & Johnson
|
13,376 | $3,397,102 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,022 | $2,572,827 | |
| 4 | ABBV |
AbbVie Inc.
|
9,902 | $2,491,739 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
18,196 | $2,298,882 | |
| 6 | AMGN |
Amgen Inc
|
3,432 | $1,242,795 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,211 | $1,106,937 | |
| 8 | PFE |
Pfizer Inc
This page
|
40,696 | $979,959 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,959 | 40,696 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,142,378 | 40,683 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,018,185 | 40,891 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,000,115 | 39,251 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $909,630 | 37,526 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $839,134 | 33,115 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $810,942 | 30,567 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $947,264 | 32,732 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $885,846 | 31,660 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $850,121 | 30,635 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $674,492 | 23,428 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,030,932 | 61,228 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,187,008 | 59,624 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,409,811 | 59,064 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,140,243 | 61,285 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,689,008 | 61,449 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,060,968 | 58,382 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,915,065 | 56,308 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,280,758 | 55,559 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,434,409 | 56,601 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,225,110 | 56,821 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,053,190 | 56,671 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,873,297 | 50,891 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,822,556 | 49,661 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||