Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,835
-$33,197 QoQ
Shares Held
10,749
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,240
of 2,821 holders
Holding Since
Jun 2023
8 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, 2026Impact Partnership Wealth, LLC holds $10,921,399 across 8 Drug Manufacturers - General names. PFE ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,446 | $2,933,806 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
35,952 | $2,071,554 | |
| 3 | AMGN |
Amgen Inc
|
4,939 | $1,788,510 | |
| 4 | ABBV |
AbbVie Inc.
|
5,512 | $1,387,039 | |
| 5 | JNJ |
Johnson & Johnson
|
5,105 | $1,296,516 | |
| 6 | MRK |
Merck & Co., Inc.
|
6,993 | $898,600 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,268 | $286,539 | |
| 8 | PFE |
Pfizer Inc
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|
10,749 | $258,835 |
All Filings in PFE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,835 | 10,749 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $292,032 | 10,400 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $767,467 | 30,822 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $611,494 | 23,999 | Shares | Sole | 2025-11-03 | |
| 2024-03-31 | $24,475 | 882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $51,447 | 1,787 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $702,492 | 21,179 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $309,019 | 8,425 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||