Position in PFE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$605,612
-$50,898 QoQ
Shares Held
25,150
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,627
of 2,821 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $23,806,391 across 9 Drug Manufacturers - General names. PFE ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,449 | $7,735,124 | |
| 2 | JNJ |
Johnson & Johnson
|
24,867 | $6,315,471 | |
| 3 | ABBV |
AbbVie Inc.
|
15,393 | $3,873,494 | |
| 4 | MRK |
Merck & Co., Inc.
|
20,205 | $2,596,342 | |
| 5 | AMGN |
Amgen Inc
|
3,386 | $1,226,138 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
5,716 | $722,159 | |
| 7 | PFE |
Pfizer Inc
This page
|
25,150 | $605,612 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
8,894 | $512,472 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,612 | 25,150 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $656,510 | 23,380 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $499,319 | 20,053 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $456,652 | 17,922 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $409,559 | 16,896 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $503,607 | 19,874 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $464,699 | 17,516 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $631,383 | 21,817 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $498,491 | 17,816 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $376,983 | 13,585 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $367,274 | 12,757 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $569,528 | 17,170 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $854,313 | 23,291 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $780,544 | 19,131 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $682,260 | 13,315 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||