Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,747,251
-$1,943,595 QoQ
Shares Held
197,145
-17.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#616
of 2,820 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, 2026Clearstead Advisors, LLC holds $207,269,806 across 16 Drug Manufacturers - General names. PFE ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
55,467 | $66,528,789 | |
| 2 | JNJ |
Johnson & Johnson
|
234,177 | $59,473,932 | |
| 3 | ABBV |
AbbVie Inc.
|
111,021 | $27,937,324 | |
| 4 | AMGN |
Amgen Inc
|
40,211 | $14,561,207 | |
| 5 | MRK |
Merck & Co., Inc.
|
112,376 | $14,440,316 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
128,389 | $7,397,774 | |
| 7 | PFE |
Pfizer Inc
This page
|
197,145 | $4,747,251 | |
| 8 | NVS |
Novartis AG
|
25,239 | $3,955,456 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,747,251 | 197,145 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,690,846 | 238,278 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,607,396 | 185,036 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,745,675 | 186,251 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,946,220 | 204,052 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,891,887 | 193,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,303,453 | 199,904 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,450,986 | 222,909 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,124,738 | 218,897 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,236,593 | 116,634 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,027,778 | 139,902 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,888,404 | 177,522 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,923,269 | 161,485 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,464,792 | 133,941 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,773,466 | 132,191 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,660,574 | 129,355 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,801,846 | 148,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,485,476 | 144,591 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,297,587 | 140,518 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,635,643 | 131,031 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,318,985 | 135,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,555,813 | 125,747 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,622,452 | 125,576 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,230,037 | 115,260 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,628,886 | 110,975 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,545,482 | 108,624 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||