Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,062,867
-$200,283 QoQ
Shares Held
44,139
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,292
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $66,282,067 across 15 Drug Manufacturers - General names. PFE ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,550 | $25,847,718 | |
| 2 | JNJ |
Johnson & Johnson
|
56,485 | $14,345,495 | |
| 3 | AMGN |
Amgen Inc
|
26,584 | $9,626,598 | |
| 4 | ABBV |
AbbVie Inc.
|
27,070 | $6,811,894 | |
| 5 | MRK |
Merck & Co., Inc.
|
35,474 | $4,558,408 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
30,189 | $1,739,490 | |
| 7 | AZN |
Astrazeneca PLC
|
8,454 | $1,603,047 | |
| 8 | PFE |
Pfizer Inc
This page
|
44,139 | $1,062,867 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,867 | 44,139 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,263,150 | 44,984 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,129,090 | 45,345 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,288,854 | 50,583 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,275,314 | 52,612 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,365,952 | 53,905 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,493,002 | 56,276 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,744,329 | 60,274 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,799,841 | 64,326 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,056,691 | 74,115 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $2,520,564 | 87,550 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $3,380,984 | 101,929 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,919,771 | 106,864 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $4,548,098 | 111,473 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $5,783,971 | 112,880 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $4,823,139 | 110,218 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $5,783,291 | 110,305 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $5,689,108 | 109,892 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $6,500,696 | 110,088 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $4,752,820 | 110,505 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,509,715 | 89,625 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,972,454 | 82,044 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,770,246 | 75,258 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,738,110 | 74,608 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $2,446,387 | 74,813 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $2,527,147 | 77,425 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||