Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$24,421,622
-$2,221,579 QoQ
Shares Held
1,014,187
+6.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#251
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $73,144,237 across 11 Drug Manufacturers - General names. PFE ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
70,456 | $25,513,525 | |
| 2 | PFE |
Pfizer Inc
This page
|
1,014,187 | $24,421,622 | |
| 3 | ABBV |
AbbVie Inc.
|
27,537 | $6,929,410 | |
| 4 | MRK |
Merck & Co., Inc.
|
50,079 | $6,435,151 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
37,151 | $4,693,657 | |
| 6 | LLY |
ELI LILLY & Co
|
3,395 | $4,072,065 | |
| 7 | JNJ |
Johnson & Johnson
|
2,924 | $742,608 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,000 | $115,240 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,421,622 | 1,014,187 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,643,201 | 948,832 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,455,630 | 741,190 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,478,020 | 803,690 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $19,551,061 | 806,562 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $19,810,558 | 781,790 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $14,312,775 | 539,494 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,642,792 | 678,742 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $18,181,655 | 649,809 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $15,290,444 | 551,007 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $12,489,159 | 433,802 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,977,026 | 481,671 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,320,002 | 472,192 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $19,283,915 | 472,645 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $23,379,479 | 456,274 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $20,265,561 | 463,107 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $24,101,074 | 459,681 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $24,658,723 | 476,313 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $28,386,633 | 480,722 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $21,725,426 | 505,125 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,434,000 | 521,808 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $19,197,116 | 529,868 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $19,012,769 | 516,511 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $19,317,135 | 526,353 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $17,767,661 | 543,353 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $17,833,002 | 546,355 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||