Position in PFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$315,375
-$64,856 QoQ
Shares Held
13,097
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,092
of 2,821 holders
Holding Since
Mar 2026
2 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, 2026SPWM Advisors LLC holds $777,385 across 2 Drug Manufacturers - General names. PFE ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
2,948 | $462,010 | |
| 2 | PFE |
Pfizer Inc
This page
|
13,097 | $315,375 |
All Filings in PFE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,375 | 13,097 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $380,231 | 13,541 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||