Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$287,129
-$784,712 QoQ
Shares Held
11,924
-68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,157
of 2,821 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MILESTONE ASSET MANAGEMENT, LLC holds $27,891,738 across 7 Drug Manufacturers - General names. PFE ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
141,848 | $8,173,281 | |
| 2 | LLY |
ELI LILLY & Co
|
6,415 | $7,694,343 | |
| 3 | AMGN |
Amgen Inc
|
17,878 | $6,473,981 | |
| 4 | MRK |
Merck & Co., Inc.
|
16,957 | $2,178,974 | |
| 5 | ABBV |
AbbVie Inc.
|
6,977 | $1,755,692 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
10,514 | $1,328,338 | |
| 7 | PFE |
Pfizer Inc
This page
|
11,924 | $287,129 |
All Filings in PFE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,129 | 11,924 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,071,841 | 38,171 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,363,598 | 54,763 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,099,537 | 43,153 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,295,505 | 53,445 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,349,253 | 53,246 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,478,383 | 55,725 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $1,751,766 | 60,531 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,512,346 | 54,051 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $588,965 | 21,224 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||