Position in PFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,557,175
-$75,184 QoQ
Shares Held
106,195
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#858
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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $91,657,805 across 12 Drug Manufacturers - General names. PFE ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
20,014 | $24,005,394 | |
| 2 | JNJ |
Johnson & Johnson
|
88,830 | $22,560,155 | |
| 3 | ABBV |
AbbVie Inc.
|
60,804 | $15,300,718 | |
| 4 | AMGN |
Amgen Inc
|
28,719 | $10,399,724 | |
| 5 | MRK |
Merck & Co., Inc.
|
38,278 | $4,918,723 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
32,855 | $4,150,900 | |
| 7 | NVS |
Novartis AG
|
16,888 | $2,646,687 | |
| 8 | PFE |
Pfizer Inc
This page
|
106,195 | $2,557,175 |
All Filings in PFE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,557,175 | 106,195 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,632,359 | 93,745 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,441,818 | 98,065 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,712,346 | 106,450 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,850,914 | 117,612 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,100,526 | 122,357 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,362,624 | 126,748 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,107,598 | 141,935 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,111,381 | 146,940 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $4,284,794 | 154,407 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,444,427 | 154,374 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,229,714 | 157,664 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||