FRG Family Wealth Advisors LLC

Position in PFE — Pfizer Inc

CIK 1893327 BELLEVUE, WA

Position in PFE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$569,967

-$70,834 QoQ

Shares Held

20,298

-21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Healthcare · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. PFE ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	8,209	$7,550,391
2	JNJ	Johnson & Johnson	28,074	$6,862,408
3	ABBV	AbbVie Inc.	23,411	$5,091,658
4	MRK	Merck & Co., Inc.	30,597	$3,680,513
5	AMGN	Amgen Inc	3,351	$1,179,049
6	NVS	Novartis AG	7,605	$1,161,663
7	PFE	Pfizer Inc This page	20,298	$569,967
8	NVO	Novo Nordisk A S	5,731	$210,614

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$569,967	20,298	-21.1%	Shares	Sole	2026-04-24
2025-12-31	$640,801	25,735	-0.4%	Shares	Sole	2026-01-21
2025-09-30	$658,632	25,849	-4.1%	Shares	Sole	2025-11-13
2025-06-30	$653,243	26,949	-8.7%	Shares	Sole	2025-08-04
2025-03-31	$747,758	29,509	-33.7%	Shares	Sole	2025-05-15
2024-12-31	$1,180,982	44,515	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,288,264	44,515	+0.4%	Shares	Sole	2024-11-18
2024-06-30	$1,240,913	44,350	-12.5%	Shares	Sole	2024-08-07
2024-03-31	$1,407,202	50,710	-13.0%	Shares	Sole	2024-05-15
2023-12-31	$1,677,881	58,280	-15.7%	Shares	Sole	2024-01-09
2023-09-30	$2,292,113	69,102	-1.0%	Shares	Sole	2023-10-11
2023-06-30	$2,559,787	69,787	-6.6%	Shares	Sole	2023-07-13
2023-03-31	$3,048,086	74,708	-3.0%	Shares	Sole	2023-04-18
2022-12-31	$3,946,146	77,013	-4.0%	Shares	Sole	2023-01-25
2022-09-30	$3,508,808	80,183	+1.2%	Shares	Sole	2022-10-12
2022-06-30	$4,155,496	79,258	0.0%	Shares	Sole	2022-07-11
2022-03-31	$4,103,186	79,258	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$4,674,279	79,158	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$3,413,187	79,358	-2.9%	Shares	Sole	2022-03-02
2021-06-30	$3,201,721	81,760	-1.4%	Shares	Sole	2022-03-02
2021-03-31	$3,003,285	82,895	-1.2%	Shares	Sole	2022-03-02
2020-12-31	$3,089,389	83,928	-0.6%	Shares	Sole	2022-03-02
2020-09-30	$3,097,770	84,408	-2.3%	Shares	Sole	2022-03-02
2020-06-30	$2,824,563	86,378	-0.6%	Shares	Sole	2022-03-02
2020-03-31	$2,835,204	86,863	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.