Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,144,203
-$257,057 QoQ
Shares Held
89,045
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#925
of 2,821 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $35,072,554 across 13 Drug Manufacturers - General names. PFE ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
28,497 | $7,237,382 | |
| 2 | LLY |
ELI LILLY & Co
|
5,720 | $6,860,739 | |
| 3 | ABBV |
AbbVie Inc.
|
17,712 | $4,457,047 | |
| 4 | NVO |
Novo Nordisk A S
|
76,258 | $3,655,808 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,032 | $2,702,612 | |
| 6 | PFE |
Pfizer Inc
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|
89,045 | $2,144,203 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
15,449 | $1,951,826 | |
| 8 | NVS |
Novartis AG
|
12,409 | $1,944,738 |
All Filings in PFE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,203 | 89,045 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $2,401,260 | 85,515 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,884,232 | 75,672 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $2,014,855 | 79,076 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,666,693 | 68,758 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,718,887 | 67,833 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,410,653 | 53,172 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,631,578 | 56,378 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $1,476,308 | 52,763 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,541,151 | 55,537 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,220,350 | 42,388 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $2,195,455 | 66,188 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,071,723 | 56,481 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||