Abound Wealth Management

Position in PFE — Pfizer Inc

CIK 1950323 FRANKLIN, TN

Position in PFE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$28,486

-$28,432 QoQ

Shares Held

1,183

-41.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,671

of 2,821 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $1,569,247 across 14 Drug Manufacturers - General names. PFE ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	1,408	$354,309
2	AMGN	Amgen Inc	892	$323,011
3	LLY	ELI LILLY & Co	256	$307,054
4	MRK	Merck & Co., Inc.	1,649	$211,896
5	JNJ	Johnson & Johnson	630	$160,001
6	BMY	Bristol Myers Squibb Co	1,791	$103,197
7	AZN	Astrazeneca PLC	197	$37,355
8	PFE	Pfizer Inc This page	1,183	$28,486

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,486	1,183	-41.6%	Shares	Sole	2026-07-10
2026-03-31	$56,918	2,027	+60.1%	Shares	Sole	2026-04-10
2025-12-31	$31,523	1,266	+11.1%	Shares	Sole	2026-01-12
2025-09-30	$29,047	1,140	+2.1%	Shares	Sole	2025-10-10
2025-06-30	$27,076	1,117	+0.8%	Shares	Sole	2025-07-14
2025-03-31	$28,076	1,108	-14.2%	Shares	Sole	2025-04-17
2024-12-31	$34,250	1,291	+8.9%	Shares	Sole	2025-01-13
2024-09-30	$34,293	1,185	+1.4%	Shares	Sole	2024-11-04
2024-06-30	$32,708	1,169	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$32,273	1,163	-2.4%	Shares	Sole	2024-08-08
2023-12-31	$34,317	1,192	+4.7%	Shares	Sole	2024-08-08
2023-09-30	$37,747	1,138	-18.8%	Shares	Sole	2024-08-08
2023-06-30	$51,388	1,401	-5.6%	Shares	Sole	2024-08-08
2023-03-31	$60,547	1,484	+10.1%	Shares	Sole	2024-08-07
2022-12-31	$69,071	1,348	-13.6%	Shares	Sole	2024-08-07
2022-09-30	$68,265	1,560	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.