Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$308,681
-$51,108 QoQ
Shares Held
12,819
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,107
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, 2026MTM Investment Management, LLC holds $18,574,544 across 14 Drug Manufacturers - General names. PFE ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,034 | $10,835,651 | |
| 2 | JNJ |
Johnson & Johnson
|
10,367 | $2,632,906 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,469 | $1,730,766 | |
| 4 | ABBV |
AbbVie Inc.
|
5,539 | $1,393,833 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
22,755 | $1,311,143 | |
| 6 | PFE |
Pfizer Inc
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|
12,819 | $308,681 | |
| 7 | NVS |
Novartis AG
|
662 | $103,748 | |
| 8 | AZN |
Astrazeneca PLC
|
424 | $80,398 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,681 | 12,819 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $359,789 | 12,813 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $319,143 | 12,817 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $366,835 | 14,397 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $348,231 | 14,366 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $362,995 | 14,325 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $378,848 | 14,280 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $539,267 | 18,634 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $518,945 | 18,547 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $510,794 | 18,407 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $547,844 | 19,029 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $628,903 | 18,960 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $693,398 | 18,904 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $769,243 | 18,854 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,294,066 | 25,255 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,109,709 | 25,359 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,329,310 | 25,354 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,312,265 | 25,348 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,497,330 | 25,357 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,090,432 | 25,353 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,321,571 | 33,748 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,237,000 | 34,143 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,264,533 | 34,353 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||