Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,513,066
+$605,156 QoQ
Shares Held
62,835
+94.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,091
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $19,442,363 across 10 Drug Manufacturers - General names. PFE ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,455 | $4,144,030 | |
| 2 | JNJ |
Johnson & Johnson
|
15,917 | $4,042,440 | |
| 3 | ABBV |
AbbVie Inc.
|
13,033 | $3,279,624 | |
| 4 | NVO |
Novo Nordisk A S
|
32,940 | $1,579,143 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,904 | $1,529,664 | |
| 6 | PFE |
Pfizer Inc
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|
62,835 | $1,513,066 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,093 | $1,275,149 | |
| 8 | AMGN |
Amgen Inc
|
2,977 | $1,078,031 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,066 | 62,835 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $907,910 | 32,333 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $643,938 | 25,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $659,906 | 25,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $605,151 | 24,965 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $637,731 | 25,167 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $684,527 | 25,802 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $771,048 | 26,643 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $706,187 | 25,239 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $699,577 | 25,210 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $728,790 | 25,314 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $838,272 | 25,272 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $929,031 | 25,328 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,032,933 | 25,317 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,326,808 | 25,894 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||