Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$764,467
-$222,011 QoQ
Shares Held
31,747
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,479
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, 2026PDS Planning, Inc holds $51,175,189 across 14 Drug Manufacturers - General names. PFE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
108,761 | $27,368,618 | |
| 2 | LLY |
ELI LILLY & Co
|
7,599 | $9,114,469 | |
| 3 | JNJ |
Johnson & Johnson
|
19,261 | $4,891,716 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,830 | $2,291,155 | |
| 5 | NVS |
Novartis AG
|
9,632 | $1,509,527 | |
| 6 | AZN |
Astrazeneca PLC
|
6,926 | $1,313,308 | |
| 7 | AMGN |
Amgen Inc
|
3,399 | $1,230,845 | |
| 8 | PFE |
Pfizer Inc
This page
|
31,747 | $764,467 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,467 | 31,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $986,478 | 35,131 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $830,315 | 33,346 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $821,755 | 32,251 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $825,978 | 34,075 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $865,284 | 34,147 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $867,743 | 32,708 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $910,047 | 31,446 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $789,287 | 28,209 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $677,238 | 24,405 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $737,254 | 25,608 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $817,308 | 24,640 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,005,875 | 27,423 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,156,965 | 28,357 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $984,012 | 19,204 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $814,723 | 18,618 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $996,746 | 19,011 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $983,164 | 18,991 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $832,782 | 14,103 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $799,641 | 18,592 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $710,244 | 18,137 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $605,004 | 16,699 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $609,794 | 16,566 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $546,572 | 14,893 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $449,461 | 13,745 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $412,014 | 12,623 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||