Position in PFE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$185,753
-$30,856 QoQ
Shares Held
7,714
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#2,469
of 2,820 holders
Holding Since
Jun 2021
16 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, 2026Beacon Financial Strategies CORP holds $2,982,740 across 9 Drug Manufacturers - General names. PFE ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
801 | $960,743 | |
| 2 | GSK |
GSK plc
|
11,358 | $595,386 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,796 | $487,786 | |
| 4 | JNJ |
Johnson & Johnson
|
1,704 | $432,764 | |
| 5 | ABBV |
AbbVie Inc.
|
791 | $199,047 | |
| 6 | PFE |
Pfizer Inc
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|
7,714 | $185,753 | |
| 7 | NVS |
Novartis AG
|
489 | $76,636 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
708 | $40,794 |
All Filings in PFE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,753 | 7,714 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $216,609 | 7,714 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $192,078 | 7,714 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $201,801 | 7,920 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $200,692 | 7,920 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $207,345 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $240,615 | 7,254 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $264,169 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $314,241 | 7,702 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $369,030 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $315,159 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $377,600 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $372,847 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $425,278 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $309,758 | 7,202 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $290,332 | 7,414 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||