Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$388,169
+$123,544 QoQ
Shares Held
16,120
+71.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,929
of 2,821 holders
Holding Since
Jun 2021
16 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, 2026SYM FINANCIAL Corp holds $16,389,932 across 11 Drug Manufacturers - General names. PFE ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,406 | $8,882,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,776 | $2,228,840 | |
| 3 | MRK |
Merck & Co., Inc.
|
8,324 | $1,069,634 | |
| 4 | ABBV |
AbbVie Inc.
|
4,148 | $1,043,802 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,012 | $807,371 | |
| 6 | NVS |
Novartis AG
|
3,984 | $624,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,465 | $437,768 | |
| 8 | PFE |
Pfizer Inc
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|
16,120 | $388,169 |
All Filings in PFE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,169 | 16,120 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $264,625 | 9,424 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $223,228 | 8,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $305,275 | 11,981 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $259,804 | 10,718 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $368,925 | 14,559 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $569,943 | 21,483 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $201,190 | 6,952 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,253 | 8,122 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $223,611 | 4,364 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $204,052 | 4,663 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $246,001 | 4,692 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $299,127 | 5,778 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $265,606 | 4,498 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $276,511 | 6,429 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $218,512 | 5,580 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||