Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$366,882
-$127,438 QoQ
Shares Held
15,236
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,971
of 2,821 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $13,310,017 across 9 Drug Manufacturers - General names. PFE ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,871 | $3,443,563 | |
| 2 | JNJ |
Johnson & Johnson
|
13,304 | $3,378,816 | |
| 3 | ABBV |
AbbVie Inc.
|
9,796 | $2,465,065 | |
| 4 | AMGN |
Amgen Inc
|
5,655 | $2,047,788 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,862 | $881,767 | |
| 6 | PFE |
Pfizer Inc
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|
15,236 | $366,882 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,175 | $274,789 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,213 | $242,753 |
All Filings in PFE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,882 | 15,236 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $494,320 | 17,604 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $437,044 | 17,552 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $453,824 | 17,811 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $428,296 | 17,669 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $210,980 | 8,326 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $244,924 | 9,232 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $249,983 | 8,638 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $246,028 | 8,793 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $249,361 | 8,986 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,739 | 13,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $774,619 | 23,353 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||