Position in PFE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$22,249
-$34,697 QoQ
Shares Held
924
-54.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,700
of 2,821 holders
Holding Since
Jun 2021
19 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, 2026GoalVest Advisory LLC holds $8,839,620 across 11 Drug Manufacturers - General names. PFE ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,483 | $2,662,367 | |
| 2 | LLY |
ELI LILLY & Co
|
2,177 | $2,611,159 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,375 | $1,718,687 | |
| 4 | ABBV |
AbbVie Inc.
|
6,577 | $1,655,036 | |
| 5 | AMGN |
Amgen Inc
|
195 | $70,613 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
387 | $48,893 | |
| 7 | BIIB |
Biogen Inc.
|
198 | $42,779 | |
| 8 | PFE |
Pfizer Inc
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|
924 | $22,249 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,249 | 924 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $56,946 | 2,028 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $57,344 | 2,303 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $27,085 | 1,063 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,767 | 1,063 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,880 | 824 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $20,905 | 788 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,496 | 881 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $24,650 | 881 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,447 | 881 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $31,006 | 1,077 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $8,823 | 266 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $979,245 | 26,697 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,357,416 | 33,270 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,477,761 | 28,840 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,142,836 | 26,116 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,124,833 | 21,454 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $67,559 | 1,305 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $38,885 | 993 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||