Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$887,829
+$15,019 QoQ
Shares Held
36,870
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,396
of 2,821 holders
Holding Since
Dec 2023
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, 2026Turtle Creek Wealth Advisors, LLC holds $73,913,810 across 10 Drug Manufacturers - General names. PFE ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,818 | $33,365,746 | |
| 2 | JNJ |
Johnson & Johnson
|
60,278 | $15,308,803 | |
| 3 | AZN |
Astrazeneca PLC
|
38,731 | $7,344,172 | |
| 4 | ABBV |
AbbVie Inc.
|
28,533 | $7,180,044 | |
| 5 | MRK |
Merck & Co., Inc.
|
28,968 | $3,722,388 | |
| 6 | AMGN |
Amgen Inc
|
9,709 | $3,515,823 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
13,235 | $1,672,109 | |
| 8 | PFE |
Pfizer Inc
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|
36,870 | $887,829 |
All Filings in PFE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,829 | 36,870 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $872,810 | 31,083 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $665,651 | 26,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $697,820 | 27,387 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $398,796 | 16,452 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $275,752 | 10,394 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $262,427 | 9,068 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $97,310 | 3,380 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||