Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$707,494
-$389,507 QoQ
Shares Held
29,381
-24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,525
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, 2026Octavia Wealth Advisors, LLC holds $7,437,513 across 8 Drug Manufacturers - General names. PFE ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,271 | $3,370,435 | |
| 2 | MRK |
Merck & Co., Inc.
|
7,648 | $982,768 | |
| 3 | LLY |
ELI LILLY & Co
|
772 | $925,960 | |
| 4 | PFE |
Pfizer Inc
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|
29,381 | $707,494 | |
| 5 | ABBV |
AbbVie Inc.
|
1,934 | $486,671 | |
| 6 | AMGN |
Amgen Inc
|
1,195 | $432,733 | |
| 7 | NVO |
Novo Nordisk A S
|
6,751 | $323,642 | |
| 8 | NVS |
Novartis AG
|
1,326 | $207,810 |
All Filings in PFE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,494 | 29,381 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,097,001 | 39,067 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $994,929 | 39,957 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $959,194 | 37,645 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $539,388 | 22,252 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $653,366 | 25,784 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $587,878 | 22,159 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $429,469 | 14,840 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $451,289 | 16,129 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $423,492 | 15,261 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $466,225 | 16,194 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $531,781 | 16,032 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $475,006 | 12,950 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $448,759 | 10,999 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $546,115 | 10,658 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $404,123 | 9,235 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $481,884 | 9,191 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $364,098 | 7,033 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $425,868 | 7,212 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $367,305 | 8,540 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $279,289 | 7,132 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $245,204 | 6,768 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $293,670 | 7,978 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||