Position in PFE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,982
-$6,478 QoQ
Shares Held
1,079
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,682
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, 2026Morton Brown Family Wealth, LLC holds $682,000 across 11 Drug Manufacturers - General names. PFE ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
671 | $242,982 | |
| 2 | JNJ |
Johnson & Johnson
|
713 | $181,080 | |
| 3 | LLY |
ELI LILLY & Co
|
73 | $87,558 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
414 | $52,304 | |
| 5 | ABBV |
AbbVie Inc.
|
156 | $39,255 | |
| 6 | PFE |
Pfizer Inc
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|
1,079 | $25,982 | |
| 7 | MRK |
Merck & Co., Inc.
|
148 | $19,018 | |
| 8 | AZN |
Astrazeneca PLC
|
97 | $18,393 |
All Filings in PFE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,982 | 1,079 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $32,460 | 1,156 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,145 | 1,050 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,601 | 1,044 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $32,675 | 1,348 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $36,514 | 1,441 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $34,621 | 1,305 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,593 | 1,299 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $36,206 | 1,294 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $79,226 | 2,855 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $83,030 | 2,884 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $94,368 | 2,845 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $104,207 | 2,841 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $115,749 | 2,837 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $145,214 | 2,834 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $138,281 | 3,160 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $162,690 | 3,103 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $153,705 | 2,969 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $175,083 | 2,965 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||