Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,185
-$10,496 QoQ
Shares Held
2,624
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,595
of 2,821 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $16,096,134 across 12 Drug Manufacturers - General names. PFE ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
22,207 | $5,639,911 | |
| 2 | LLY |
ELI LILLY & Co
|
3,994 | $4,790,523 | |
| 3 | ABBV |
AbbVie Inc.
|
9,708 | $2,442,921 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
15,970 | $2,017,649 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,919 | $1,017,591 | |
| 6 | PFE |
Pfizer Inc
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|
2,624 | $63,185 | |
| 7 | AMGN |
Amgen Inc
|
137 | $49,610 | |
| 8 | AZN |
Astrazeneca PLC
|
196 | $37,165 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,185 | 2,624 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $73,681 | 2,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,337 | 2,624 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||