Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$84,352
-$28,644 QoQ
Shares Held
3,503
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,563
of 2,821 holders
Holding Since
Dec 2022
10 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, 2026Lodestone Wealth Management LLC holds $11,491,912 across 12 Drug Manufacturers - General names. PFE ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
13,415 | $4,857,839 | |
| 2 | MRK |
Merck & Co., Inc.
|
32,793 | $4,213,900 | |
| 3 | JNJ |
Johnson & Johnson
|
5,732 | $1,455,756 | |
| 4 | LLY |
ELI LILLY & Co
|
354 | $424,597 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
886 | $111,937 | |
| 6 | NVS |
Novartis AG
|
641 | $100,457 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,635 | $94,208 | |
| 8 | PFE |
Pfizer Inc
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|
3,503 | $84,352 |
All Filings in PFE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,352 | 3,503 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $112,996 | 4,538 | Shares | Sole | 2026-01-15 | |
| 2024-09-30 | $226,744 | 7,835 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $240,991 | 8,613 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $238,955 | 8,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $289,252 | 10,047 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $817,739 | 24,653 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $939,301 | 25,608 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $895,478 | 21,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,200,808 | 23,435 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||