Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,495,892
-$340,047 QoQ
Shares Held
103,650
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#865
of 2,820 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $278,636,214 across 15 Drug Manufacturers - General names. PFE ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
326,887 | $118,372,320 | |
| 2 | JNJ |
Johnson & Johnson
|
232,434 | $59,031,262 | |
| 3 | LLY |
ELI LILLY & Co
|
25,471 | $30,550,684 | |
| 4 | ABBV |
AbbVie Inc.
|
116,898 | $29,416,212 | |
| 5 | MRK |
Merck & Co., Inc.
|
117,498 | $15,098,493 | |
| 6 | NVS |
Novartis AG
|
83,188 | $13,037,223 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
129,968 | $7,488,756 | |
| 8 | PFE |
Pfizer Inc
This page
|
103,650 | $2,495,892 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,892 | 103,650 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,835,939 | 100,995 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,456,883 | 98,670 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,929,104 | 114,957 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,997,639 | 123,665 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,584,976 | 141,475 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,024,998 | 151,715 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,899,947 | 169,314 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,990,093 | 178,345 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,746,081 | 207,066 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,944,954 | 241,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,306,099 | 250,410 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $10,126,210 | 276,069 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,209,776 | 201,220 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $9,126,612 | 178,115 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $7,810,459 | 178,484 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $9,461,989 | 180,469 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $9,526,870 | 184,023 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $11,068,154 | 187,437 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $8,343,251 | 193,984 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $6,834,986 | 174,540 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $6,394,196 | 176,489 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $6,527,995 | 177,343 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $6,957,358 | 189,574 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $6,330,824 | 193,603 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $6,681,137 | 204,692 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||