Position in PFE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$133,884
+$24,457 QoQ
Shares Held
5,560
+42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,505
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, 2026Beaird Harris Wealth Management, LLC holds $2,614,254 across 10 Drug Manufacturers - General names. PFE ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,016 | $758,946 | |
| 2 | LLY |
ELI LILLY & Co
|
493 | $591,319 | |
| 3 | JNJ |
Johnson & Johnson
|
2,106 | $534,860 | |
| 4 | AMGN |
Amgen Inc
|
1,098 | $397,607 | |
| 5 | PFE |
Pfizer Inc
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|
5,560 | $133,884 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,607 | $92,595 | |
| 7 | MRK |
Merck & Co., Inc.
|
588 | $75,558 | |
| 8 | NVS |
Novartis AG
|
78 | $12,224 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,884 | 5,560 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $109,427 | 3,897 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $109,136 | 4,383 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $106,251 | 4,170 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $439,228 | 18,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $115,803 | 4,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $128,723 | 4,852 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $108,582 | 3,752 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $174,623 | 6,241 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $174,741 | 6,297 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,690 | 7,735 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $256,271 | 7,726 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $259,877 | 7,085 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $289,068 | 7,085 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $387,528 | 7,563 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $310,039 | 7,085 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $286,844 | 5,471 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $317,401 | 6,131 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $376,798 | 6,381 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||