Position in PFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,941,757
-$584,613 QoQ
Shares Held
122,166
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#807
of 2,821 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $56,487,277 across 13 Drug Manufacturers - General names. PFE ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,511 | $16,205,500 | |
| 2 | ABBV |
AbbVie Inc.
|
47,935 | $12,062,363 | |
| 3 | JNJ |
Johnson & Johnson
|
38,636 | $9,812,384 | |
| 4 | MRK |
Merck & Co., Inc.
|
44,565 | $5,726,602 | |
| 5 | AMGN |
Amgen Inc
|
10,299 | $3,729,473 | |
| 6 | PFE |
Pfizer Inc
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|
122,166 | $2,941,757 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,214 | $1,416,776 | |
| 8 | BIIB |
Biogen Inc.
|
5,364 | $1,158,945 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,941,757 | 122,166 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,526,370 | 125,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,097,883 | 124,413 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,367,691 | 132,170 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,309,123 | 136,515 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,598,913 | 142,025 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,242,385 | 159,909 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,793,708 | 165,643 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $4,988,078 | 178,273 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,628,702 | 94,728 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,465,316 | 85,631 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,697,483 | 81,323 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,728,625 | 74,390 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $3,382,524 | 82,905 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,410,175 | 66,553 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,862,998 | 65,425 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $3,618,351 | 69,013 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $4,355,876 | 84,139 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $5,252,320 | 88,947 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,288,501 | 76,459 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $2,680,658 | 68,454 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,615,081 | 72,180 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,602,319 | 70,696 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $1,983,922 | 56,977 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,465,079 | 47,223 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,334,614 | 43,097 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||