Position in PFE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$39,683
-$6,480 QoQ
Shares Held
1,648
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,643
of 2,821 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $1,237,962 across 11 Drug Manufacturers - General names. PFE ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
773 | $279,918 | |
| 2 | ABBV |
AbbVie Inc.
|
908 | $228,489 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,459 | $187,481 | |
| 4 | LLY |
ELI LILLY & Co
|
143 | $171,518 | |
| 5 | JNJ |
Johnson & Johnson
|
660 | $167,620 | |
| 6 | NVO |
Novo Nordisk A S
|
2,150 | $103,071 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
728 | $41,947 | |
| 8 | PFE |
Pfizer Inc
This page
|
1,648 | $39,683 |
All Filings in PFE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,683 | 1,648 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $46,163 | 1,644 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $40,462 | 1,625 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $40,946 | 1,607 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||