Position in PFE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,586,574
+$3,257,471 QoQ
Shares Held
127,727
+866.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 5.692610019807871.ToString("F0")%
Shared 0.ToString("F0")%
None 94.30738998019213.ToString("F0")%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,708,336 across 14 Drug Manufacturers - General names. PFE ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
90,061 | $22,014,510 | |
| 2 | LLY |
ELI LILLY & Co
|
17,158 | $15,781,413 | |
| 3 | ABBV |
AbbVie Inc.
|
64,190 | $13,960,683 | |
| 4 | AMGN |
Amgen Inc
|
21,485 | $7,559,497 | |
| 5 | PFE |
Pfizer Inc
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|
127,727 | $3,586,574 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,577 | $3,196,947 | |
| 7 | AZN |
Astrazeneca PLC
|
11,855 | $2,338,043 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
33,139 | $2,009,880 |
All Filings in PFE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,586,574 | 127,727 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $329,103 | 13,217 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $298,472 | 11,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $266,421 | 10,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,396 | 11,460 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $285,197 | 10,750 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $273,251 | 9,442 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $270,286 | 9,660 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||