Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$108,360
-$29,344 QoQ
Shares Held
4,500
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,531
of 2,820 holders
Holding Since
Dec 2021
17 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, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. PFE ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
This page
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
|
200 | $31,344 |
All Filings in PFE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,360 | 4,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $137,704 | 4,904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $122,109 | 4,904 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $130,049 | 5,104 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $135,840 | 5,604 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $142,005 | 5,604 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $207,499 | 7,416 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $222,388 | 8,014 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $213,391 | 7,412 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $247,879 | 7,473 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $255,696 | 6,971 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $261,650 | 6,413 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $349,661 | 6,824 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $297,830 | 6,806 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,232 | 6,680 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $346,962 | 6,702 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $395,753 | 6,702 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||