Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$937,602
-$65,556 QoQ
Shares Held
38,937
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,364
of 2,821 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $14,660,430 across 10 Drug Manufacturers - General names. PFE ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,825 | $3,227,283 | |
| 2 | LLY |
ELI LILLY & Co
|
2,136 | $2,561,982 | |
| 3 | JNJ |
Johnson & Johnson
|
9,493 | $2,410,937 | |
| 4 | AMGN |
Amgen Inc
|
5,766 | $2,087,983 | |
| 5 | MRK |
Merck & Co., Inc.
|
14,785 | $1,899,872 | |
| 6 | PFE |
Pfizer Inc
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|
38,937 | $937,602 | |
| 7 | AZN |
Astrazeneca PLC
|
3,332 | $631,813 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,255 | $360,413 |
All Filings in PFE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,602 | 38,937 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,003,158 | 35,725 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $914,029 | 36,708 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $855,720 | 33,584 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $912,781 | 37,656 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $924,757 | 36,494 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,127,206 | 42,488 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,231,773 | 42,563 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $1,296,537 | 46,338 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $1,292,178 | 46,565 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $1,173,854 | 40,773 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $1,265,700 | 38,158 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $1,410,529 | 38,455 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $1,568,964 | 38,455 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||