Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,603,053
-$275,330 QoQ
Shares Held
66,572
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,061
of 2,821 holders
Holding Since
Mar 2022
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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. PFE ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
This page
|
66,572 | $1,603,053 |
All Filings in PFE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,053 | 66,572 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,878,383 | 66,894 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,637,722 | 65,772 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,697,885 | 66,636 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,602,094 | 66,093 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,669,095 | 65,868 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,746,204 | 65,820 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,174,435 | 75,136 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,012,321 | 71,920 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,736,817 | 62,588 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,824,249 | 63,364 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,182,884 | 65,809 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,990,110 | 54,256 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,644,207 | 64,809 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,245,336 | 82,852 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,479,138 | 79,505 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $4,558,193 | 88,047 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||