Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,265,620
-$166,094 QoQ
Shares Held
52,559
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,182
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, 2026Resurgent Financial Advisors LLC holds $18,383,670 across 8 Drug Manufacturers - General names. PFE ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,580 | $6,692,819 | |
| 2 | JNJ |
Johnson & Johnson
|
22,360 | $5,678,769 | |
| 3 | AMGN |
Amgen Inc
|
4,679 | $1,694,359 | |
| 4 | ABBV |
AbbVie Inc.
|
5,944 | $1,495,748 | |
| 5 | PFE |
Pfizer Inc
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|
52,559 | $1,265,620 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,331 | $942,033 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,796 | $391,585 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,763 | $222,737 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,620 | 52,559 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,431,714 | 50,987 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $939,103 | 37,715 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $871,466 | 34,202 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $675,520 | 27,868 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $713,827 | 28,170 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $666,937 | 25,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $747,549 | 25,831 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $739,623 | 26,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,006,492 | 36,270 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $895,282 | 31,097 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,075,636 | 32,428 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,161,215 | 31,658 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,303,029 | 31,937 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,609,807 | 31,417 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,159,818 | 49,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,500,491 | 47,692 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,823,598 | 35,225 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,388,265 | 23,510 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||