Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$907,382
-$174,231 QoQ
Shares Held
37,682
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,386
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, 2026Legacy Capital Group California, Inc. holds $8,650,056 across 9 Drug Manufacturers - General names. PFE ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
19,689 | $2,530,036 | |
| 2 | JNJ |
Johnson & Johnson
|
6,006 | $1,525,343 | |
| 3 | PFE |
Pfizer Inc
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|
37,682 | $907,382 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
15,052 | $867,296 | |
| 5 | AMGN |
Amgen Inc
|
2,351 | $851,344 | |
| 6 | BIIB |
Biogen Inc.
|
2,844 | $614,474 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,088 | $516,477 | |
| 8 | NVO |
Novo Nordisk A S
|
10,299 | $493,734 |
All Filings in PFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,382 | 37,682 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,081,613 | 38,519 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $602,629 | 24,202 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $621,329 | 24,385 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $590,922 | 24,378 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $631,954 | 24,939 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $525,691 | 19,815 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $426,054 | 14,722 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $435,648 | 15,570 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $427,488 | 15,405 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $459,747 | 15,969 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $529,525 | 15,964 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $386,827 | 10,546 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,294,053 | 31,717 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||