Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$633,689
-$143,733 QoQ
Shares Held
26,316
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,594
of 2,821 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $9,778,849 across 9 Drug Manufacturers - General names. PFE ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
10,057 | $2,530,743 | |
| 2 | JNJ |
Johnson & Johnson
|
9,731 | $2,471,382 | |
| 3 | LLY |
ELI LILLY & Co
|
1,478 | $1,772,757 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,729 | $864,676 | |
| 5 | NVO |
Novo Nordisk A S
|
15,451 | $740,720 | |
| 6 | PFE |
Pfizer Inc
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|
26,316 | $633,689 | |
| 7 | AMGN |
Amgen Inc
|
907 | $328,442 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,742 | $220,084 |
All Filings in PFE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,689 | 26,316 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $777,422 | 27,686 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $723,320 | 29,049 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $727,810 | 28,564 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $719,249 | 29,672 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $779,052 | 30,744 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $813,887 | 30,678 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $873,930 | 30,198 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $541,301 | 19,346 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $393,467 | 14,179 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $400,584 | 13,914 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $569,860 | 17,180 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $720,175 | 19,634 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $847,538 | 20,773 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,140,346 | 22,255 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,091,155 | 24,935 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||