Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$260,328
-$3,820 QoQ
Shares Held
10,811
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,239
of 2,821 holders
Holding Since
Dec 2021
11 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, 2026Basepoint Wealth LLC holds $3,452,969 across 11 Drug Manufacturers - General names. PFE ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,960 | $1,751,414 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
8,570 | $493,803 | |
| 3 | JNJ |
Johnson & Johnson
|
1,133 | $287,748 | |
| 4 | PFE |
Pfizer Inc
This page
|
10,811 | $260,328 | |
| 5 | BIIB |
Biogen Inc.
|
1,074 | $232,048 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,478 | $189,923 | |
| 7 | AMGN |
Amgen Inc
|
273 | $98,858 | |
| 8 | LLY |
ELI LILLY & Co
|
55 | $65,968 |
All Filings in PFE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,328 | 10,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $264,148 | 9,407 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $231,594 | 9,301 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $233,243 | 9,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $216,851 | 8,946 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $225,818 | 7,803 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $219,587 | 7,848 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $215,423 | 7,763 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $206,337 | 7,167 | Shares | Sole | 2025-10-16 | |
| 2022-03-31 | $292,034 | 5,641 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $1,923,317 | 32,571 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||