Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$389,084
-$64,632 QoQ
Shares Held
16,158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,927
of 2,821 holders
Holding Since
Mar 2023
14 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, 2026Pinnacle West Asset Management, Inc. holds $12,398,160 across 7 Drug Manufacturers - General names. PFE ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,605 | $3,455,261 | |
| 2 | AMGN |
Amgen Inc
|
8,815 | $3,192,087 | |
| 3 | LLY |
ELI LILLY & Co
|
2,221 | $2,663,934 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,470 | $1,216,895 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,400 | $829,728 | |
| 6 | NVS |
Novartis AG
|
4,155 | $651,171 | |
| 7 | PFE |
Pfizer Inc
This page
|
16,158 | $389,084 |
All Filings in PFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,084 | 16,158 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $453,716 | 16,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,956 | 16,183 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $406,609 | 15,958 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $379,356 | 15,650 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $409,494 | 16,160 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $398,613 | 15,025 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $424,694 | 14,675 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $388,922 | 13,900 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $371,850 | 13,400 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $381,467 | 13,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $411,308 | 12,400 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $398,895 | 10,875 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $449,820 | 11,025 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||