Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$904,709
-$195,156 QoQ
Shares Held
37,571
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,390
of 2,821 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,502,015 across 10 Drug Manufacturers - General names. PFE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,898 | $5,874,808 | |
| 2 | ABBV |
AbbVie Inc.
|
11,906 | $2,996,025 | |
| 3 | JNJ |
Johnson & Johnson
|
9,997 | $2,538,938 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,528 | $1,224,348 | |
| 5 | PFE |
Pfizer Inc
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|
37,571 | $904,709 | |
| 6 | AMGN |
Amgen Inc
|
1,414 | $512,037 | |
| 7 | NVS |
Novartis AG
|
2,733 | $428,315 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,042 | $384,326 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,709 | 37,571 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,099,865 | 39,169 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $973,017 | 39,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,075,256 | 42,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,005,523 | 41,482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,039,776 | 41,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,065,497 | 40,162 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,157,194 | 39,986 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,416,851 | 50,638 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,512,430 | 54,502 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,474,796 | 51,226 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,638,564 | 49,399 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,775,128 | 48,395 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,973,618 | 48,373 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,502,407 | 48,837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,133,868 | 48,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,264,871 | 43,198 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $504,550 | 9,746 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $480,312 | 8,134 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||