Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,181
-$2,688 QoQ
Shares Held
672
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,718
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, 2026Holos Integrated Wealth LLC holds $1,362,724 across 9 Drug Manufacturers - General names. PFE ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,568 | $906,164 | |
| 2 | ABBV |
AbbVie Inc.
|
904 | $227,482 | |
| 3 | MRK |
Merck & Co., Inc.
|
951 | $122,203 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
353 | $44,598 | |
| 5 | AMGN |
Amgen Inc
|
113 | $40,919 | |
| 6 | PFE |
Pfizer Inc
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|
672 | $16,181 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
49 | $2,823 | |
| 8 | GSK |
GSK plc
|
32 | $1,677 |
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,181 | 672 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $18,869 | 672 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,732 | 672 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $17,122 | 672 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $16,289 | 672 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,909 | 983 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $37,646 | 1,419 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||