Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$608,188
-$128,294 QoQ
Shares Held
25,257
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,625
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, 2026Wealth Dimensions Group, Ltd. holds $13,797,187 across 9 Drug Manufacturers - General names. PFE ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,627 | $4,350,332 | |
| 2 | JNJ |
Johnson & Johnson
|
12,417 | $3,153,545 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,763 | $2,025,545 | |
| 4 | ABBV |
AbbVie Inc.
|
5,070 | $1,275,814 | |
| 5 | AMGN |
Amgen Inc
|
3,220 | $1,166,026 | |
| 6 | PFE |
Pfizer Inc
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|
25,257 | $608,188 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,551 | $492,708 | |
| 8 | AZN |
Astrazeneca PLC
|
2,002 | $379,619 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,188 | 25,257 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $736,482 | 26,228 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $773,518 | 31,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $757,061 | 29,712 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $725,042 | 29,911 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $754,701 | 29,783 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $738,727 | 27,845 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $703,039 | 24,293 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $665,672 | 23,791 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $647,601 | 23,337 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $456,494 | 15,856 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $638,422 | 19,247 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $710,454 | 19,369 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $767,080 | 18,801 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $908,587 | 17,732 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $728,297 | 16,643 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $873,955 | 16,669 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $864,144 | 16,692 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,042,527 | 17,655 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $773,577 | 17,986 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $718,468 | 18,347 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $662,791 | 18,294 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $650,211 | 17,664 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||