Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$521,476
-$91,398 QoQ
Shares Held
21,656
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,727
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. PFE ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,396 | $3,402,182 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,653 | $2,011,410 | |
| 3 | ABBV |
AbbVie Inc.
|
3,699 | $930,816 | |
| 4 | PFE |
Pfizer Inc
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|
21,656 | $521,476 | |
| 5 | AMGN |
Amgen Inc
|
1,372 | $496,828 | |
| 6 | LLY |
ELI LILLY & Co
|
331 | $397,011 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,885 | $364,490 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,476 | 21,656 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $612,874 | 21,826 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $484,778 | 19,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $508,835 | 19,970 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $612,496 | 25,268 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $675,158 | 26,644 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $666,884 | 25,137 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $721,676 | 24,937 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $669,757 | 23,937 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $664,251 | 23,937 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $695,537 | 24,159 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $821,322 | 24,761 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $885,235 | 24,134 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $986,503 | 24,179 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $1,238,931 | 24,179 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $1,056,103 | 24,134 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $1,265,345 | 24,134 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $1,249,210 | 24,130 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $1,453,929 | 24,622 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $1,044,626 | 24,288 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $950,804 | 24,280 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $924,879 | 25,528 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $968,581 | 26,313 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $878,964 | 23,950 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $783,100 | 23,948 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $743,570 | 22,781 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||