Position in PFE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$343,164
+$54,362 QoQ
Shares Held
14,251
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,026
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, 2026Amplius Wealth Advisors, LLC holds $5,162,556 across 7 Drug Manufacturers - General names. PFE ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,887 | $1,749,091 | |
| 2 | LLY |
ELI LILLY & Co
|
1,260 | $1,511,281 | |
| 3 | ABBV |
AbbVie Inc.
|
3,241 | $815,565 | |
| 4 | PFE |
Pfizer Inc
This page
|
14,251 | $343,164 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,153 | $276,660 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,109 | $266,451 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,477 | $200,344 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,164 | 14,251 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $288,802 | 10,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $259,906 | 10,438 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,103,080 | 43,292 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,124,881 | 46,406 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,179,374 | 46,542 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,242,214 | 46,823 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $749,893 | 25,912 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $727,927 | 26,016 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $776,001 | 27,964 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $796,072 | 27,651 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,164,399 | 35,104 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,326,935 | 36,176 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,457,416 | 35,721 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,751,844 | 34,189 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,420,843 | 32,469 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,663,970 | 31,737 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,657,468 | 32,016 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,936,190 | 32,789 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||