Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$399,896
-$77,183 QoQ
Shares Held
16,607
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,905
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $14,593,731 across 9 Drug Manufacturers - General names. PFE ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
13,020 | $4,714,802 | |
| 2 | LLY |
ELI LILLY & Co
|
3,143 | $3,769,808 | |
| 3 | JNJ |
Johnson & Johnson
|
8,318 | $2,112,522 | |
| 4 | ABBV |
AbbVie Inc.
|
5,225 | $1,314,819 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,712 | $733,992 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
11,855 | $683,085 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,978 | $628,920 | |
| 8 | PFE |
Pfizer Inc
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|
16,607 | $399,896 |
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,896 | 16,607 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $477,079 | 16,990 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $499,668 | 20,067 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $516,581 | 20,274 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $406,650 | 16,776 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $496,207 | 19,582 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $546,332 | 20,593 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||