Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$353,446
-$54,809 QoQ
Shares Held
14,678
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,002
of 2,821 holders
Holding Since
Dec 2022
15 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, 2026Western Financial Corp/CA holds $8,064,519 across 7 Drug Manufacturers - General names. PFE ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,819 | $4,779,461 | |
| 2 | MRK |
Merck & Co., Inc.
|
5,469 | $702,766 | |
| 3 | AMGN |
Amgen Inc
|
1,902 | $688,752 | |
| 4 | LLY |
ELI LILLY & Co
|
513 | $615,307 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,860 | $614,012 | |
| 6 | PFE |
Pfizer Inc
This page
|
14,678 | $353,446 | |
| 7 | ABBV |
AbbVie Inc.
|
1,235 | $310,775 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,446 | 14,678 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $408,255 | 14,539 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $331,568 | 13,316 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $335,775 | 13,178 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $316,041 | 13,038 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $326,860 | 12,899 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $364,893 | 13,754 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $394,394 | 13,628 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $378,205 | 13,517 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $366,355 | 13,202 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $398,367 | 13,837 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $455,258 | 13,725 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $571,767 | 15,588 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $632,604 | 15,505 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $790,479 | 15,427 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||