Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,459
-$130,134 QoQ
Shares Held
15,343
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,964
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,677,767 across 13 Drug Manufacturers - General names. PFE ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,877 | $472,328 | |
| 2 | AMGN |
Amgen Inc
|
1,141 | $413,178 | |
| 3 | PFE |
Pfizer Inc
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|
15,343 | $369,459 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
955 | $120,654 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
2,084 | $120,080 | |
| 6 | NVS |
Novartis AG
|
265 | $41,530 | |
| 7 | NVO |
Novo Nordisk A S
|
820 | $39,310 | |
| 8 | MRK |
Merck & Co., Inc.
|
258 | $33,153 |
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,459 | 15,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $499,593 | 17,792 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $409,497 | 16,446 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $424,923 | 16,677 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $427,365 | 17,631 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $418,937 | 16,533 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $379,446 | 14,303 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||