Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$684,160
-$129,429 QoQ
Shares Held
28,412
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,549
of 2,821 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $34,735,241 across 9 Drug Manufacturers - General names. PFE ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
67,646 | $17,180,054 | |
| 2 | MRK |
Merck & Co., Inc.
|
58,703 | $7,543,335 | |
| 3 | LLY |
ELI LILLY & Co
|
3,728 | $4,471,475 | |
| 4 | ABBV |
AbbVie Inc.
|
10,503 | $2,642,974 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
21,570 | $1,242,863 | |
| 6 | PFE |
Pfizer Inc
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|
28,412 | $684,160 | |
| 7 | AMGN |
Amgen Inc
|
1,266 | $458,443 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,045 | $258,365 |
All Filings in PFE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,160 | 28,412 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $813,589 | 28,974 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $717,418 | 28,812 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $811,920 | 31,865 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $753,233 | 31,074 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $748,391 | 29,534 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $685,800 | 25,850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $805,805 | 27,844 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $832,377 | 29,749 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,424,990 | 51,351 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,580,793 | 89,642 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||