Position in PFE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$364,763
-$60,508 QoQ
Shares Held
15,148
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,976
of 2,821 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Advocate Investing Services LLC holds $2,212,701 across 13 Drug Manufacturers - General names. PFE ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZN |
Astrazeneca PLC
|
4,550 | $862,771 | |
| 2 | JNJ |
Johnson & Johnson
|
2,406 | $611,051 | |
| 3 | PFE |
Pfizer Inc
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|
15,148 | $364,763 | |
| 4 | ABBV |
AbbVie Inc.
|
596 | $149,977 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
2,266 | $130,566 | |
| 6 | AMGN |
Amgen Inc
|
120 | $43,454 | |
| 7 | MRK |
Merck & Co., Inc.
|
199 | $25,571 | |
| 8 | LLY |
ELI LILLY & Co
|
7 | $8,396 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,763 | 15,148 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $425,271 | 15,145 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $372,678 | 14,967 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||