Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$505,752
+$8,933 QoQ
Shares Held
21,003
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,751
of 2,820 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MBL Wealth, LLC holds $11,328,845 across 9 Drug Manufacturers - General names. PFE ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,439 | $2,925,409 | |
| 2 | JNJ |
Johnson & Johnson
|
10,383 | $2,636,970 | |
| 3 | ABBV |
AbbVie Inc.
|
7,862 | $1,978,393 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,579 | $1,616,401 | |
| 5 | AMGN |
Amgen Inc
|
1,479 | $535,574 | |
| 6 | PFE |
Pfizer Inc
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|
21,003 | $505,752 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,305 | $478,534 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,094 | $390,895 |
All Filings in PFE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,752 | 21,003 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $496,819 | 17,693 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $411,024 | 16,507 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $366,020 | 14,365 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $382,119 | 15,764 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $321,057 | 12,670 | Shares | Sole | 2025-05-21 | |
| 2024-09-30 | $224,748 | 7,766 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $206,044 | 7,364 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $207,876 | 6,267 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $228,809 | 6,238 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $474,748 | 11,636 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $632,147 | 12,337 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $541,398 | 12,372 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $621,399 | 11,852 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $564,448 | 10,903 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $450,701 | 10,479 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $379,219 | 10,467 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $342,517 | 9,305 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||