Position in PFE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,556,964
-$258,632 QoQ
Shares Held
64,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,077
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $104,588,687 across 10 Drug Manufacturers - General names. PFE ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
168,188 | $42,714,706 | |
| 2 | ABBV |
AbbVie Inc.
|
88,895 | $22,369,537 | |
| 3 | LLY |
ELI LILLY & Co
|
17,226 | $20,661,382 | |
| 4 | MRK |
Merck & Co., Inc.
|
87,699 | $11,269,321 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
39,489 | $2,275,356 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
14,844 | $1,875,390 | |
| 7 | PFE |
Pfizer Inc
This page
|
64,658 | $1,556,964 | |
| 8 | NVS |
Novartis AG
|
5,610 | $879,199 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,556,964 | 64,658 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,815,596 | 64,658 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,609,983 | 64,658 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,097,869 | 82,334 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,023,069 | 83,460 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,592,889 | 102,324 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,778,433 | 104,728 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,788,744 | 96,363 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,701,831 | 96,563 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $3,870,042 | 139,461 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $4,285,160 | 148,842 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $5,166,658 | 155,763 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,722,629 | 156,015 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $6,427,223 | 157,530 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $7,932,770 | 154,816 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $6,468,428 | 147,816 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $8,216,462 | 156,713 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $8,113,031 | 156,713 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $9,253,902 | 156,713 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $6,833,643 | 158,885 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,247,233 | 159,531 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $5,773,793 | 159,365 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $5,678,494 | 154,265 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $5,677,117 | 154,690 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $5,094,337 | 155,790 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $5,116,475 | 156,755 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||