Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$209,592
-$42,397 QoQ
Shares Held
8,704
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,421
of 2,821 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $10,562,173 across 8 Drug Manufacturers - General names. PFE ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,921 | $3,503,534 | |
| 2 | ABBV |
AbbVie Inc.
|
10,654 | $2,680,971 | |
| 3 | JNJ |
Johnson & Johnson
|
7,940 | $2,016,521 | |
| 4 | AMGN |
Amgen Inc
|
3,050 | $1,104,465 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,545 | $455,532 | |
| 6 | SNY |
Sanofi
|
8,000 | $341,280 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,981 | $250,278 | |
| 8 | PFE |
Pfizer Inc
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|
8,704 | $209,592 |
All Filings in PFE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,592 | 8,704 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $251,989 | 8,974 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $219,941 | 8,833 | Shares | Sole | 2026-02-11 | |
| 2022-12-31 | $262,092 | 5,115 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $223,832 | 5,115 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $301,053 | 5,742 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $297,263 | 5,742 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $339,360 | 5,747 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||