Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$111,755
-$23,506 QoQ
Shares Held
4,641
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,527
of 2,820 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $2,909,484 across 15 Drug Manufacturers - General names. PFE ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,761 | $946,418 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,499 | $578,121 | |
| 3 | LLY |
ELI LILLY & Co
|
450 | $539,743 | |
| 4 | JNJ |
Johnson & Johnson
|
1,468 | $372,827 | |
| 5 | AMGN |
Amgen Inc
|
319 | $115,516 | |
| 6 | PFE |
Pfizer Inc
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|
4,641 | $111,755 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
525 | $66,328 | |
| 8 | NVS |
Novartis AG
|
259 | $40,590 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,755 | 4,641 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $135,261 | 4,817 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $100,471 | 4,035 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $85,791 | 3,367 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $112,740 | 4,651 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $97,001 | 3,828 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $83,489 | 3,147 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $123,921 | 4,282 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $157,499 | 5,629 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $152,403 | 5,492 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $171,530 | 5,958 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,141 | 5,461 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $88,875 | 2,423 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $88,495 | 2,169 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $151,516 | 2,957 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $87,432 | 1,998 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $93,849 | 1,790 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $99,381 | 1,683 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $64,515 | 1,500 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||