Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,371,572
-$491,339 QoQ
Shares Held
56,959
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,132
of 2,820 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $7,720,708 across 14 Drug Manufacturers - General names. PFE ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,576 | $1,670,106 | |
| 2 | PFE |
Pfizer Inc
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|
56,959 | $1,371,572 | |
| 3 | ABBV |
AbbVie Inc.
|
5,152 | $1,296,449 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,164 | $1,177,574 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
7,357 | $929,483 | |
| 6 | AMGN |
Amgen Inc
|
1,636 | $592,428 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
7,036 | $405,414 | |
| 8 | GSK |
GSK plc
|
3,497 | $183,312 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,572 | 56,959 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,862,911 | 66,343 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,592,379 | 63,951 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,662,875 | 65,262 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,581,078 | 65,226 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,633,340 | 64,457 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,742,225 | 65,670 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,146,740 | 74,179 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,090,917 | 74,729 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,042,982 | 73,621 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,071,354 | 71,947 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,315,066 | 69,794 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,546,692 | 69,430 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,356,485 | 57,757 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,532,690 | 49,428 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||