Hoxton Planning & Management, LLC

Position in PFE — Pfizer Inc

CIK 1954782 SHEPHERDSTOWN, WV

Position in PFE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$647,920

-$62,138 QoQ

Shares Held

26,907

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,582

of 2,821 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $4,792,204 across 8 Drug Manufacturers - General names. PFE ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,255	$1,505,284
2	JNJ	Johnson & Johnson	2,875	$730,163
3	PFE	Pfizer Inc This page	26,907	$647,920
4	ABBV	AbbVie Inc.	2,119	$533,225
5	GILD	Gilead Sciences, Inc.	3,039	$383,947
6	MRK	Merck & Co., Inc.	2,925	$375,862
7	AMGN	Amgen Inc	913	$330,615
8	AZN	Astrazeneca PLC	1,504	$285,188

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,920	26,907	+6.4%	Shares	Sole	2026-07-16
2026-03-31	$710,058	25,287	+4.0%	Shares	Sole	2026-04-20
2025-12-31	$605,393	24,313	+8.3%	Shares	Sole	2026-02-11
2025-09-30	$572,051	22,451	+24.5%	Shares	Sole	2025-10-27
2025-06-30	$437,265	18,039	-27.1%	Shares	Sole	2025-08-06
2025-03-31	$627,139	24,749	-20.5%	Shares	Sole	2025-05-08
2024-12-31	$826,170	31,141	+14.2%	Shares	Sole	2025-09-08
2024-09-30	$789,106	27,267	+5.5%	Shares	Sole	2024-10-08
2024-06-30	$723,087	25,843	+54.5%	Shares	Sole	2024-07-19
2024-03-31	$464,202	16,728	+73.7%	Shares	Sole	2024-04-12
2023-12-31	$277,276	9,631	-15.5%	Shares	Sole	2024-01-30
2023-09-30	$378,104	11,399	+19.8%	Shares	Sole	2023-10-27
2023-06-30	$349,010	9,515	-4.1%	Shares	Sole	2023-07-20
2023-03-31	$404,613	9,917	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$504,150	9,839	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.