Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,905,134
+$130,929 QoQ
Shares Held
79,117
+25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#992
of 2,821 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $76,294,407 across 14 Drug Manufacturers - General names. PFE ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
17,517 | $21,010,414 | |
| 2 | ABBV |
AbbVie Inc.
|
79,725 | $20,061,996 | |
| 3 | JNJ |
Johnson & Johnson
|
57,332 | $14,560,605 | |
| 4 | MRK |
Merck & Co., Inc.
|
54,135 | $6,956,346 | |
| 5 | AMGN |
Amgen Inc
|
10,149 | $3,675,152 | |
| 6 | PFE |
Pfizer Inc
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|
79,117 | $1,905,134 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,380 | $1,816,766 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
30,395 | $1,751,358 |
All Filings in PFE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,134 | 79,117 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,774,205 | 63,184 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,133,420 | 45,519 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,229,433 | 48,251 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,187,877 | 49,005 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,134,849 | 44,785 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $840,495 | 31,681 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $806,788 | 27,878 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $526,134 | 18,804 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $496,584 | 17,895 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $220,328 | 7,653 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||