Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$332,206
-$2,732 QoQ
Shares Held
13,796
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,052
of 2,821 holders
Holding Since
Dec 2022
14 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, 2026Wallace Advisory Group, LLC holds $17,901,500 across 7 Drug Manufacturers - General names. PFE ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
115,340 | $14,821,189 | |
| 2 | JNJ |
Johnson & Johnson
|
5,699 | $1,447,374 | |
| 3 | ABBV |
AbbVie Inc.
|
2,017 | $507,556 | |
| 4 | LLY |
ELI LILLY & Co
|
317 | $380,218 | |
| 5 | PFE |
Pfizer Inc
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|
13,796 | $332,206 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,415 | $254,391 | |
| 7 | OGN |
Organon & Co.
|
11,711 | $158,566 |
All Filings in PFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,206 | 13,796 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $334,938 | 11,928 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,565 | 11,589 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $450,690 | 17,688 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $458,499 | 18,915 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $411,090 | 16,223 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $427,875 | 16,128 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $448,916 | 15,512 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $434,025 | 15,512 | Shares | Other | 2024-08-15 | |
| 2023-12-31 | $345,076 | 11,986 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $317,138 | 9,561 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $320,142 | 8,728 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $356,102 | 8,728 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $420,526 | 8,207 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||