Position in PFE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$660,586
-$327,773 QoQ
Shares Held
27,433
-22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,569
of 2,821 holders
Holding Since
Sep 2021
18 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, 2026Everhart Financial Group, Inc. holds $28,655,287 across 10 Drug Manufacturers - General names. PFE ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,990 | $9,583,446 | |
| 2 | ABBV |
AbbVie Inc.
|
25,328 | $6,373,537 | |
| 3 | JNJ |
Johnson & Johnson
|
18,334 | $4,656,285 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,484 | $2,503,694 | |
| 5 | AMGN |
Amgen Inc
|
5,085 | $1,841,380 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
9,646 | $1,218,675 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
21,040 | $1,212,324 | |
| 8 | PFE |
Pfizer Inc
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|
27,433 | $660,586 |
All Filings in PFE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,586 | 27,433 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $988,359 | 35,198 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $659,028 | 26,467 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $589,607 | 23,140 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $304,914 | 12,579 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $368,139 | 14,528 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $296,631 | 11,181 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $808,467 | 27,936 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $650,674 | 23,255 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $567,265 | 20,442 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $521,846 | 14,227 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $537,907 | 13,184 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $691,740 | 13,500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $407,886 | 9,321 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $752,632 | 14,355 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $549,849 | 10,621 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $481,198 | 8,149 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $313,155 | 7,281 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||