Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,321,938
+$161,182 QoQ
Shares Held
96,426
+25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#891
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, 2026Confluence Wealth Services, Inc. holds $57,000,261 across 11 Drug Manufacturers - General names. PFE ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,311 | $15,965,614 | |
| 2 | JNJ |
Johnson & Johnson
|
49,349 | $12,533,165 | |
| 3 | ABBV |
AbbVie Inc.
|
38,846 | $9,775,207 | |
| 4 | AMGN |
Amgen Inc
|
17,600 | $6,373,312 | |
| 5 | MRK |
Merck & Co., Inc.
|
49,534 | $6,365,119 | |
| 6 | PFE |
Pfizer Inc
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|
96,426 | $2,321,938 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,162 | $1,410,207 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
16,256 | $936,670 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,321,938 | 96,426 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,160,756 | 76,950 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,573,505 | 63,193 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,175,813 | 85,393 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,025,470 | 83,559 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,025,198 | 79,921 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,904,270 | 71,778 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,959,064 | 67,694 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,875,331 | 67,024 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,701,630 | 61,320 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,744,933 | 60,609 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,157,808 | 65,053 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,373,599 | 64,711 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,484,271 | 60,889 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,832,649 | 55,282 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,408,112 | 55,030 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,326,421 | 63,445 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,658,751 | 51,357 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,046,271 | 51,588 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||