Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,880,238
-$255,948 QoQ
Shares Held
78,083
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#996
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, 2026WEALTH EFFECTS LLC holds $10,574,441 across 8 Drug Manufacturers - General names. PFE ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
10,756 | $2,706,639 | |
| 2 | PFE |
Pfizer Inc
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|
78,083 | $1,880,238 | |
| 3 | JNJ |
Johnson & Johnson
|
6,920 | $1,757,472 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,164 | $1,306,074 | |
| 5 | AMGN |
Amgen Inc
|
2,905 | $1,051,958 | |
| 6 | LLY |
ELI LILLY & Co
|
742 | $889,977 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
13,775 | $793,715 | |
| 8 | OGN |
Organon & Co.
|
13,912 | $188,368 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,238 | 78,083 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,136,186 | 76,075 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,795,688 | 72,116 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,049,993 | 80,455 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,724,263 | 71,133 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,661,315 | 65,561 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,525,156 | 57,488 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,913,570 | 66,122 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,932,690 | 69,074 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,405,204 | 50,638 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,650,271 | 57,321 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,873,872 | 56,493 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,937,804 | 52,830 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,158,483 | 52,904 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,761,477 | 53,893 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,243,753 | 74,126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,857,799 | 73,580 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,643,676 | 70,382 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,099,132 | 69,418 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||