Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$444,300
-$822,557 QoQ
Shares Held
18,451
-59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,840
of 2,821 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $51,426,589 across 15 Drug Manufacturers - General names. PFE ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,938 | $33,509,677 | |
| 2 | NVS |
Novartis AG
|
35,965 | $5,636,434 | |
| 3 | ABBV |
AbbVie Inc.
|
13,113 | $3,299,755 | |
| 4 | JNJ |
Johnson & Johnson
|
12,264 | $3,114,688 | |
| 5 | MRK |
Merck & Co., Inc.
|
19,212 | $2,468,742 | |
| 6 | AMGN |
Amgen Inc
|
4,384 | $1,587,534 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,696 | $593,292 | |
| 8 | PFE |
Pfizer Inc
This page
|
18,451 | $444,300 |
All Filings in PFE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,300 | 18,451 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,266,857 | 45,116 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,169,727 | 46,977 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,180,284 | 46,322 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,110,192 | 45,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,730,417 | 68,288 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,808,284 | 68,160 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,122,604 | 73,345 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,135,125 | 76,309 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,645,074 | 95,318 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,701,509 | 93,835 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,250,162 | 97,985 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,506,167 | 95,588 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,108,519 | 100,699 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,092,436 | 79,868 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,137,854 | 71,706 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,855,115 | 149,821 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,294,371 | 179,532 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,797,941 | 267,535 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,471,507 | 196,966 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,334,589 | 187,298 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,769,310 | 269,647 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||