Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,884,748
-$533,372 QoQ
Shares Held
202,855
+5.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#607
of 2,821 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $98,243,880 across 12 Drug Manufacturers - General names. PFE ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,821 | $26,172,764 | |
| 2 | JNJ |
Johnson & Johnson
|
90,046 | $22,868,982 | |
| 3 | ABBV |
AbbVie Inc.
|
87,916 | $22,123,182 | |
| 4 | MRK |
Merck & Co., Inc.
|
62,830 | $8,073,655 | |
| 5 | AMGN |
Amgen Inc
|
14,656 | $5,307,230 | |
| 6 | PFE |
Pfizer Inc
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|
202,855 | $4,884,748 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
64,132 | $3,695,285 | |
| 8 | NVS |
Novartis AG
|
10,748 | $1,684,426 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,884,748 | 202,855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,418,120 | 192,953 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,233,357 | 210,175 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $5,185,536 | 203,514 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,883,684 | 160,218 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,131,078 | 163,026 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,170,882 | 194,907 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,591,526 | 193,211 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,154,173 | 219,949 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,330,330 | 228,120 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,268,619 | 217,736 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,017,867 | 181,425 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,390,875 | 65,182 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,866,705 | 119,282 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,139,525 | 119,819 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,979,399 | 68,085 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,542,013 | 67,557 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,987,284 | 57,703 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $3,745,423 | 63,428 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||