Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,296
-$8,067 QoQ
Shares Held
3,210
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,572
of 2,821 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $1,240,336 across 9 Drug Manufacturers - General names. PFE ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,629 | $667,687 | |
| 2 | ABBV |
AbbVie Inc.
|
1,001 | $251,891 | |
| 3 | AMGN |
Amgen Inc
|
576 | $208,581 | |
| 4 | PFE |
Pfizer Inc
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|
3,210 | $77,296 | |
| 5 | LLY |
ELI LILLY & Co
|
19 | $22,789 | |
| 6 | NVO |
Novo Nordisk A S
|
116 | $5,561 | |
| 7 | MRK |
Merck & Co., Inc.
|
42 | $5,397 | |
| 8 | BIIB |
Biogen Inc.
|
5 | $1,080 |
All Filings in PFE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,296 | 3,210 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $85,363 | 3,040 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $81,398 | 3,269 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $83,294 | 3,269 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $79,240 | 3,269 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||