Position in PFE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$453,257
-$29,522 QoQ
Shares Held
18,823
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,822
of 2,821 holders
Holding Since
Dec 2022
15 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, 2026McGlone Suttner Wealth Management, Inc. holds $10,065,509 across 6 Drug Manufacturers - General names. PFE ranks #6 (4.5% of the industry book) .
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,257 | 18,823 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $482,779 | 17,193 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $385,028 | 15,463 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $564,789 | 22,166 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $516,336 | 21,301 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $507,382 | 20,023 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $324,700 | 12,239 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $445,039 | 15,378 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $365,614 | 13,067 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $396,852 | 14,301 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $376,198 | 13,067 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $444,079 | 13,388 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $469,210 | 12,792 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $497,800 | 12,201 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $622,617 | 12,151 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||