Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,914,648
-$582,366 QoQ
Shares Held
79,512
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#988
of 2,821 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. PFE ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
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|
79,512 | $1,914,648 |
All Filings in PFE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914,648 | 79,512 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,497,014 | 88,925 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,170,906 | 87,185 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,427,542 | 56,026 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,542,533 | 104,890 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,964,812 | 77,538 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,488,518 | 56,107 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,590,426 | 54,956 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $905,069 | 32,347 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $778,443 | 28,052 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $789,162 | 27,411 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,407,137 | 42,422 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $900,420 | 24,548 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $574,953 | 14,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $744,875 | 14,537 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $527,964 | 12,065 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $131,673 | 3,009 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $705,550 | 13,457 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||