Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$243,617
-$84,497 QoQ
Shares Held
10,117
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,292
of 2,821 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $13,165,231 across 9 Drug Manufacturers - General names. PFE ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
21,130 | $5,366,386 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,582 | $3,801,287 | |
| 3 | ABBV |
AbbVie Inc.
|
12,957 | $3,260,499 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
6,545 | $377,122 | |
| 5 | PFE |
Pfizer Inc
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|
10,117 | $243,617 | |
| 6 | NVS |
Novartis AG
|
370 | $57,986 | |
| 7 | BIIB |
Biogen Inc.
|
100 | $21,606 | |
| 8 | AMGN |
Amgen Inc
|
58 | $21,002 |
All Filings in PFE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,617 | 10,117 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $328,114 | 11,685 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $290,956 | 11,685 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $300,791 | 11,805 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $286,153 | 11,805 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $299,138 | 11,805 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $313,186 | 11,805 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $341,636 | 11,805 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $429,297 | 15,343 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $583,638 | 21,032 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $605,511 | 21,032 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||