Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,436,452
-$1,222,759 QoQ
Shares Held
350,351
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#455
of 2,821 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $274,588,072 across 15 Drug Manufacturers - General names. PFE ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
64,452 | $77,305,668 | |
| 2 | JNJ |
Johnson & Johnson
|
300,713 | $76,372,080 | |
| 3 | ABBV |
AbbVie Inc.
|
142,911 | $35,962,124 | |
| 4 | MRK |
Merck & Co., Inc.
|
242,175 | $31,119,487 | |
| 5 | AMGN |
Amgen Inc
|
56,408 | $20,426,464 | |
| 6 | PFE |
Pfizer Inc
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|
350,351 | $8,436,452 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
51,132 | $6,460,016 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
106,923 | $6,160,903 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,436,452 | 350,351 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,659,211 | 343,989 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,188,290 | 328,847 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,464,532 | 332,203 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,066,638 | 291,528 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,317,971 | 249,328 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,262,490 | 198,360 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,776,829 | 199,614 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,288,303 | 189,003 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,251,410 | 189,240 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,714,276 | 163,747 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,805,853 | 205,181 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,589,275 | 206,905 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $8,162,815 | 200,069 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $17,493,848 | 341,410 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $14,926,579 | 341,101 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $14,073,313 | 268,421 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,018,343 | 251,465 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,032,157 | 220,697 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||