Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$279,930
+$26,789 QoQ
Shares Held
11,625
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,180
of 2,821 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $8,250,564 across 11 Drug Manufacturers - General names. PFE ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,222 | $2,665,133 | |
| 2 | JNJ |
Johnson & Johnson
|
5,881 | $1,493,597 | |
| 3 | ABBV |
AbbVie Inc.
|
3,165 | $796,440 | |
| 4 | AMGN |
Amgen Inc
|
2,129 | $770,953 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,779 | $742,601 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,134 | $395,949 | |
| 7 | NVS |
Novartis AG
|
2,287 | $358,418 | |
| 8 | PFE |
Pfizer Inc
This page
|
11,625 | $279,930 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,930 | 11,625 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $253,141 | 9,015 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $674,379 | 26,467 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||