Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$931,125
-$81,945 QoQ
Shares Held
38,668
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,369
of 2,821 holders
Holding Since
Dec 2021
18 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, 2026Forum Financial Management, LP holds $152,921,703 across 8 Drug Manufacturers - General names. PFE ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
348,009 | $126,021,019 | |
| 2 | ABBV |
AbbVie Inc.
|
54,689 | $13,761,939 | |
| 3 | LLY |
ELI LILLY & Co
|
5,254 | $6,301,805 | |
| 4 | JNJ |
Johnson & Johnson
|
12,625 | $3,206,371 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,899 | $1,400,521 | |
| 6 | PFE |
Pfizer Inc
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|
38,668 | $931,125 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,049 | $890,570 | |
| 8 | BIIB |
Biogen Inc.
|
1,890 | $408,353 |
All Filings in PFE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,125 | 38,668 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,013,070 | 36,078 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,459,696 | 98,783 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,004,193 | 117,904 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,941,236 | 80,084 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,647,928 | 104,496 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $1,783,977 | 61,644 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,834,396 | 65,561 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,591,240 | 57,342 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,621,136 | 56,309 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,025,492 | 61,064 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,250,170 | 61,346 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,222,049 | 54,462 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,794,475 | 54,537 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,456,686 | 56,140 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,826,603 | 72,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,449,745 | 66,636 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,828,270 | 64,831 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||