Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,417,618
+$778 QoQ
Shares Held
889,436
+16.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#275
of 2,821 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CSM Advisors, LLC holds $167,508,675 across 11 Drug Manufacturers - General names. PFE ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
219,688 | $55,794,161 | |
| 2 | ABBV |
AbbVie Inc.
|
143,403 | $36,085,930 | |
| 3 | LLY |
ELI LILLY & Co
|
27,478 | $32,957,940 | |
| 4 | PFE |
Pfizer Inc
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|
889,436 | $21,417,618 | |
| 5 | SNY |
Sanofi
|
360,443 | $15,376,498 | |
| 6 | NVS |
Novartis AG
|
11,160 | $1,748,995 | |
| 7 | MRK |
Merck & Co., Inc.
|
10,162 | $1,305,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
9,282 | $1,172,687 |
All Filings in PFE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,417,618 | 889,436 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,416,840 | 762,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,942,029 | 881,206 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,072,262 | 670,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,734,411 | 855,380 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $361,994 | 9,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $423,055 | 10,369 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $531,307 | 10,369 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $453,747 | 10,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $543,646 | 10,369 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $536,803 | 10,369 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $612,289 | 10,369 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $445,970 | 10,369 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $406,050 | 10,369 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||