Position in PFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,814,573
-$2,535,408 QoQ
Shares Held
241,469
-18.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#554
of 2,821 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $74,469,374 across 13 Drug Manufacturers - General names. PFE ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
101,254 | $25,715,478 | |
| 2 | LLY |
ELI LILLY & Co
|
10,863 | $13,029,409 | |
| 3 | ABBV |
AbbVie Inc.
|
38,855 | $9,777,472 | |
| 4 | MRK |
Merck & Co., Inc.
|
64,183 | $8,247,515 | |
| 5 | PFE |
Pfizer Inc
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|
241,469 | $5,814,573 | |
| 6 | AMGN |
Amgen Inc
|
10,168 | $3,682,036 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
52,772 | $3,040,722 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
18,640 | $2,354,977 |
All Filings in PFE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814,573 | 241,469 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,349,981 | 297,364 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,738,173 | 310,770 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,148,617 | 280,558 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,071,489 | 250,474 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,991,845 | 236,458 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,476,269 | 206,418 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,824,493 | 201,261 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,376,077 | 192,140 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,187,307 | 186,930 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,616,587 | 56,151 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,102,812 | 63,395 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,091,860 | 57,030 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,269,581 | 55,627 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||