WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in PFE — Pfizer Inc

CIK 752365 SOUTH BEND, IN

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Position in PFE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$573,176

-$103,439 QoQ

Shares Held

23,803

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,662

of 2,821 holders

Holding Since

Mar 2020

26 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $48,820,646 across 8 Drug Manufacturers - General names. PFE ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	21,280	$25,523,872
2	JNJ	Johnson & Johnson	33,867	$8,601,201
3	ABBV	AbbVie Inc.	23,876	$6,008,156
4	MRK	Merck & Co., Inc.	29,479	$3,788,051
5	AMGN	Amgen Inc	9,923	$3,593,316
6	PFE	Pfizer Inc This page	23,803	$573,176
7	NVS	Novartis AG	2,670	$418,442
8	BMY	Bristol Myers Squibb Co	5,457	$314,432

All Filings in PFE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,176	23,803	-1.2%	Shares	Sole	2026-08-12
2026-03-31	$676,615	24,096	-7.1%	Shares	Sole	2026-05-11
2025-12-31	$646,055	25,946	-24.9%	Shares	Sole	2026-02-11
2025-09-30	$880,257	34,547	-22.8%	Shares	Sole	2025-11-13
2025-06-30	$1,084,134	44,725	-25.8%	Shares	Sole	2025-08-11
2025-03-31	$1,528,230	60,309	-5.7%	Shares	Sole	2025-04-21
2024-12-31	$1,696,699	63,954	-29.9%	Shares	Sole	2025-01-29
2024-09-30	$2,641,295	91,268	-12.5%	Shares	Sole	2024-10-25
2024-06-30	$2,917,866	104,284	-8.9%	Shares	Sole	2024-07-15
2024-03-31	$3,175,932	114,448	-5.3%	Shares	Sole	2024-04-30
2023-12-31	$3,481,027	120,911	-4.5%	Shares	Sole	2024-01-25
2023-09-30	$4,200,549	126,637	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$4,652,747	126,847	-2.6%	Shares	Sole	2023-07-28
2023-03-31	$5,310,813	130,167	+4.2%	Shares	Sole	2023-04-26
2022-12-31	$6,401,618	124,934	+0.9%	Shares	Sole	2023-01-30
2022-09-30	$5,418,056	123,813	+1.9%	Shares	Sole	2022-10-21
2022-06-30	$6,368,462	121,466	+0.1%	Shares	Sole	2022-07-20
2022-03-31	$6,280,322	121,312	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$7,127,807	120,708	-6.2%	Shares	Sole	2022-01-24
2021-09-30	$5,535,688	128,707	+0.5%	Shares	Sole	2021-10-18
2021-06-30	$5,017,414	128,126	-2.4%	Shares	Sole	2021-07-13
2021-03-31	$4,753,919	131,215	+1.1%	Shares	Sole	2021-04-30
2020-12-31	$4,775,987	129,747	+3.7%	Shares	Sole	2021-01-28
2020-09-30	$4,593,991	125,177	+2.4%	Shares	Sole	2020-10-27
2020-06-30	$3,997,873	122,259	+1752.4%	Shares	Sole	2020-07-16
2020-03-31	$215,423	6,600	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.