Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$76,887
-$14,204 QoQ
Shares Held
3,193
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,573
of 2,821 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $1,935,353 across 13 Drug Manufacturers - General names. PFE ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,623 | $1,163,331 | |
| 2 | NVS |
Novartis AG
|
1,326 | $207,810 | |
| 3 | JNJ |
Johnson & Johnson
|
599 | $152,128 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,123 | $144,305 | |
| 5 | LLY |
ELI LILLY & Co
|
74 | $88,757 | |
| 6 | PFE |
Pfizer Inc
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|
3,193 | $76,887 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
852 | $49,092 | |
| 8 | GSK |
GSK plc
|
340 | $17,822 |
All Filings in PFE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,887 | 3,193 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $91,091 | 3,244 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||