Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,310
-$10,869 QoQ
Shares Held
885
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,703
of 2,821 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $1,743,020 across 9 Drug Manufacturers - General names. PFE ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
5,331 | $1,353,914 | |
| 2 | LLY |
ELI LILLY & Co
|
137 | $164,321 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
2,813 | $162,085 | |
| 4 | PFE |
Pfizer Inc
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|
885 | $21,310 | |
| 5 | MRK |
Merck & Co., Inc.
|
122 | $15,677 | |
| 6 | AMGN |
Amgen Inc
|
25 | $9,053 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
61 | $7,706 | |
| 8 | ABBV |
AbbVie Inc.
|
27 | $6,794 |
All Filings in PFE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,310 | 885 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $32,179 | 1,146 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $28,062 | 1,127 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,836 | 700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,677 | 688 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,040 | 633 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||