Position in PFE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$747,202
-$60,631 QoQ
Shares Held
31,030
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,494
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, 2026Key Client Fiduciary Advisors, LLC holds $6,120,333 across 7 Drug Manufacturers - General names. PFE ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
5,928 | $1,491,721 | |
| 2 | LLY |
ELI LILLY & Co
|
1,195 | $1,433,318 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,589 | $975,186 | |
| 4 | PFE |
Pfizer Inc
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|
31,030 | $747,202 | |
| 5 | JNJ |
Johnson & Johnson
|
2,907 | $738,290 | |
| 6 | AMGN |
Amgen Inc
|
1,022 | $370,086 | |
| 7 | NVS |
Novartis AG
|
2,326 | $364,530 |
All Filings in PFE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,202 | 31,030 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $807,833 | 28,769 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $702,005 | 28,193 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $711,095 | 27,908 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $604,036 | 24,919 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $648,957 | 25,610 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $716,336 | 27,001 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $830,867 | 28,710 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $687,020 | 24,554 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $678,404 | 24,447 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $635,827 | 22,085 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $754,352 | 22,742 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $773,141 | 21,078 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $851,373 | 20,867 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,096,536 | 21,400 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $463,593 | 10,594 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $553,241 | 10,552 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $633,871 | 12,244 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $628,764 | 10,648 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||