Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,135,307
+$341,928 QoQ
Shares Held
337,845
+21.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#464
of 2,821 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $54,880,276 across 9 Drug Manufacturers - General names. PFE ranks #5 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
93,293 | $11,786,637 | |
| 2 | ABBV |
AbbVie Inc.
|
43,751 | $11,009,501 | |
| 3 | JNJ |
Johnson & Johnson
|
41,683 | $10,586,231 | |
| 4 | MRK |
Merck & Co., Inc.
|
73,618 | $9,459,913 | |
| 5 | PFE |
Pfizer Inc
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|
337,845 | $8,135,307 | |
| 6 | LLY |
ELI LILLY & Co
|
1,903 | $2,282,515 | |
| 7 | BIIB |
Biogen Inc.
|
3,326 | $718,615 | |
| 8 | AMGN |
Amgen Inc
|
1,801 | $652,178 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,135,307 | 337,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,793,379 | 277,542 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,180,836 | 288,387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,222,599 | 322,708 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,851,045 | 323,888 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,521,933 | 257,377 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,542,934 | 246,624 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,656,033 | 195,440 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,229,350 | 186,896 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,769,892 | 171,888 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,773,706 | 131,077 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,815,843 | 115,039 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,646,542 | 99,415 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,422,916 | 83,895 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,595,869 | 70,177 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,913,278 | 66,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,182,658 | 60,703 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,860,240 | 55,249 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,844,603 | 31,238 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||