Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,677,698
-$884,915 QoQ
Shares Held
443,426
+7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#407
of 2,820 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $77,068,819 across 8 Drug Manufacturers - General names. PFE ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
173,727 | $22,323,919 | |
| 2 | JNJ |
Johnson & Johnson
|
81,906 | $20,801,666 | |
| 3 | NVO |
Novo Nordisk A S
|
269,741 | $12,931,383 | |
| 4 | PFE |
Pfizer Inc
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|
443,426 | $10,677,698 | |
| 5 | LLY |
ELI LILLY & Co
|
4,241 | $5,086,783 | |
| 6 | AMGN |
Amgen Inc
|
8,948 | $3,240,249 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
12,976 | $1,639,387 | |
| 8 | BIIB |
Biogen Inc.
|
1,702 | $367,734 |
All Filings in PFE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,677,698 | 443,426 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,562,613 | 411,774 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,139,529 | 407,210 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,506,678 | 412,350 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,664,948 | 398,719 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,399,348 | 331,466 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,501,034 | 320,431 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,108,655 | 349,297 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||