Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$987,713
-$480,927 QoQ
Shares Held
41,018
-21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,330
of 2,821 holders
Holding Since
Mar 2022
18 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, 2026Athena Investment Management holds $8,014,106 across 7 Drug Manufacturers - General names. PFE ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
9,063 | $2,280,613 | |
| 2 | JNJ |
Johnson & Johnson
|
5,245 | $1,332,072 | |
| 3 | LLY |
ELI LILLY & Co
|
831 | $996,726 | |
| 4 | PFE |
Pfizer Inc
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|
41,018 | $987,713 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,598 | $976,343 | |
| 6 | AMGN |
Amgen Inc
|
2,236 | $809,700 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,950 | $630,939 |
All Filings in PFE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,713 | 41,018 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,468,640 | 52,302 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,302,319 | 52,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,332,654 | 52,302 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,268,576 | 52,334 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,326,143 | 52,334 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,362,793 | 51,368 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,510,002 | 52,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,455,295 | 52,012 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,423,547 | 51,299 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,452,714 | 50,459 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,661,949 | 50,104 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,830,111 | 49,894 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,014,948 | 49,386 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,519,317 | 49,167 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,151,547 | 49,167 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,577,825 | 49,167 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,336,949 | 45,141 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||