Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$540,933
-$274,510 QoQ
Shares Held
22,464
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,700
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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $8,004,217 across 7 Drug Manufacturers - General names. PFE ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
23,602 | $3,032,857 | |
| 2 | JNJ |
Johnson & Johnson
|
10,760 | $2,732,717 | |
| 3 | AMGN |
Amgen Inc
|
1,969 | $713,014 | |
| 4 | PFE |
Pfizer Inc
This page
|
22,464 | $540,933 | |
| 5 | NVS |
Novartis AG
|
3,170 | $496,802 | |
| 6 | ABBV |
AbbVie Inc.
|
1,125 | $283,095 | |
| 7 | NVO |
Novo Nordisk A S
|
4,272 | $204,799 |
All Filings in PFE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,933 | 22,464 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $815,443 | 29,040 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $779,419 | 31,302 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $908,489 | 35,655 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,215,196 | 91,386 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,344,355 | 92,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,314,371 | 87,236 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,863,294 | 98,939 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,362,966 | 84,452 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,390,052 | 86,128 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,223,998 | 77,249 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||