Position in PFE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$517,984
-$104,830 QoQ
Shares Held
21,511
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,731
of 2,821 holders
Holding Since
Dec 2022
4 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, 2026Fortis Capital Advisors, LLC holds $12,414,388 across 8 Drug Manufacturers - General names. PFE ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,684 | $4,418,700 | |
| 2 | ABBV |
AbbVie Inc.
|
16,124 | $4,057,443 | |
| 3 | JNJ |
Johnson & Johnson
|
4,470 | $1,135,245 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
13,795 | $794,867 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,018 | $644,813 | |
| 6 | PFE |
Pfizer Inc
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|
21,511 | $517,984 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,369 | $425,639 | |
| 8 | AMGN |
Amgen Inc
|
1,159 | $419,697 |
All Filings in PFE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,984 | 21,511 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $622,814 | 22,180 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $84,782 | 2,078 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $144,548 | 2,821 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||