Position in PFE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$425,927
+$154,479 QoQ
Shares Held
17,688
+83.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,869
of 2,821 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $14,093,892 across 16 Drug Manufacturers - General names. PFE ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,982 | $3,576,700 | |
| 2 | JNJ |
Johnson & Johnson
|
12,180 | $3,093,353 | |
| 3 | ABBV |
AbbVie Inc.
|
11,289 | $2,840,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
15,221 | $1,955,898 | |
| 5 | NVS |
Novartis AG
|
2,933 | $459,659 | |
| 6 | PFE |
Pfizer Inc
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|
17,688 | $425,927 | |
| 7 | AMGN |
Amgen Inc
|
1,056 | $382,398 | |
| 8 | NVO |
Novo Nordisk A S
|
6,877 | $329,682 |
All Filings in PFE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,927 | 17,688 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $271,448 | 9,667 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $178,880 | 7,184 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $162,867 | 6,392 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $154,941 | 6,392 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $170,917 | 6,745 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $184,091 | 6,939 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $270,241 | 9,338 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $334,612 | 11,959 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $342,185 | 12,331 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||