Position in PFE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$72,053
+$28,478 QoQ
Shares Held
2,566
+46.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Legacy Wealth Managment, LLC/ID holds $342,081 across 12 Drug Manufacturers - General names. PFE ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
112 | $103,013 | |
| 2 | PFE |
Pfizer Inc
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|
2,566 | $72,053 | |
| 3 | AMGN |
Amgen Inc
|
195 | $68,610 | |
| 4 | ABBV |
AbbVie Inc.
|
168 | $36,538 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
159 | $22,159 | |
| 6 | NVS |
Novartis AG
|
104 | $15,886 | |
| 7 | JNJ |
Johnson & Johnson
|
38 | $9,288 | |
| 8 | MRK |
Merck & Co., Inc.
|
70 | $8,420 |
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,053 | 2,566 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $43,575 | 1,750 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,968 | 352 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,393 | 305 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,728 | 305 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,091 | 305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,891 | 480 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||