Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$833,336
-$59,551 QoQ
Shares Held
34,607
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,430
of 2,821 holders
Holding Since
Dec 2020
23 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, 2026Journey Advisory Group, LLC holds $51,629,041 across 8 Drug Manufacturers - General names. PFE ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,437 | $25,712,183 | |
| 2 | ABBV |
AbbVie Inc.
|
47,472 | $11,945,854 | |
| 3 | JNJ |
Johnson & Johnson
|
25,892 | $6,575,791 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,149 | $2,974,646 | |
| 5 | AMGN |
Amgen Inc
|
6,427 | $2,327,345 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,141 | $987,664 | |
| 7 | PFE |
Pfizer Inc
This page
|
34,607 | $833,336 | |
| 8 | NVS |
Novartis AG
|
1,737 | $272,222 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,336 | 34,607 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $892,887 | 31,798 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $982,927 | 39,475 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,010,613 | 39,663 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $992,991 | 40,965 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,074,390 | 42,399 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,486,608 | 56,035 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,621,652 | 56,035 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,567,859 | 56,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,642,772 | 59,199 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,125,421 | 73,825 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,364,864 | 101,443 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,968,922 | 108,204 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,828,272 | 118,340 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,661,046 | 129,997 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,317,274 | 98,658 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,807,935 | 91,702 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,607,903 | 69,691 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,796,560 | 64,294 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,452,086 | 57,012 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,171,108 | 55,442 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,980,730 | 54,671 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,012,329 | 54,668 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||