PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in PFE — Pfizer Inc
CIK 2145782
WALTHAM, MA
Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,336
+$11,025 QoQ
Shares Held
803
+171.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,713
of 2,822 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,189,069 across 10 Drug Manufacturers - General names. PFE ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
12,304 | $708,956 | |
| 2 | JNJ |
Johnson & Johnson
|
2,069 | $525,463 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,551 | $456,303 | |
| 4 | LLY |
ELI LILLY & Co
|
192 | $230,290 | |
| 5 | ABBV |
AbbVie Inc.
|
874 | $219,933 | |
| 6 | NVO |
Novo Nordisk A S
|
430 | $20,614 | |
| 7 | PFE |
Pfizer Inc
This page
|
803 | $19,336 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
50 | $6,317 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,336 | 803 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,311 | 296 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $13,595 | 546 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $13,912 | 546 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $6,060 | 250 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $12,670 | 500 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $29,183 | 1,100 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $14,470 | 500 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $13,990 | 500 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $13,875 | 500 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $14,395 | 500 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $69,690 | 2,101 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $361,224 | 9,848 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $85,353 | 2,092 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $65,740 | 1,283 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||