Monte Financial Group, LLC

Position in PFE — Pfizer Inc

CIK 1755651 GUILFORD, CT

Position in PFE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,175,760

-$2,485,574 QoQ

Shares Held

173,412

-26.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#663

of 2,822 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Monte Financial Group, LLC holds $28,595,491 across 7 Drug Manufacturers - General names. PFE ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	33,979	$8,629,646
2	NVS	Novartis AG	44,535	$6,979,525
3	MRK	Merck & Co., Inc.	51,508	$6,618,778
4	PFE	Pfizer Inc This page	173,412	$4,175,760
5	AZN	Astrazeneca PLC	9,226	$1,749,434
6	NVO	Novo Nordisk A S	4,982	$238,837
7	AMGN	Amgen Inc	562	$203,511

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,175,760	173,412	-26.9%	Shares	Sole	2026-08-07
2026-03-31	$6,661,334	237,227	-1.3%	Shares	Sole	2026-05-14
2025-12-31	$5,983,171	240,288	-7.1%	Shares	Sole	2026-01-22
2025-09-30	$6,589,968	258,633	+12.2%	Shares	Sole	2025-10-31
2025-06-30	$5,587,320	230,500	-8.6%	Shares	Sole	2025-07-23
2025-03-31	$6,387,377	252,067	+21.0%	Shares	Sole	2025-04-22
2024-12-31	$5,526,915	208,327	+6.6%	Shares	Sole	2025-01-21
2024-09-30	$5,656,149	195,444	-3.2%	Shares	Sole	2024-10-22
2024-06-30	$5,648,070	201,861	+7.0%	Shares	Sole	2024-07-22
2024-03-31	$5,236,896	188,717	+14.6%	Shares	Sole	2024-04-29
2023-12-31	$4,742,749	164,736	+17.9%	Shares	Sole	2024-01-22
2023-09-30	$4,635,009	139,735	+8.1%	Shares	Sole	2023-10-24
2023-06-30	$4,740,669	129,244	+11.3%	Shares	Sole	2023-07-25
2023-03-31	$4,739,817	116,172	+5.6%	Shares	Sole	2023-04-26
2022-12-31	$5,638,859	110,048	+2.9%	Shares	Sole	2023-01-23
2022-09-30	$4,679,913	106,945	+2.8%	Shares	Sole	2022-10-24
2022-06-30	$5,454,712	104,038	+0.2%	Shares	Sole	2022-07-20
2022-03-31	$5,373,467	103,795	-13.1%	Shares	Sole	2022-04-22
2021-12-31	$7,054,349	119,464	-2.7%	Shares	Sole	2022-01-26
2021-09-30	$5,280,466	122,773	-3.6%	Shares	Sole	2021-10-25
2021-03-31	$4,615,991	127,408	+17.9%	Shares	Sole	2021-04-30
2020-12-31	$3,979,381	108,106	+1.4%	Shares	Sole	2021-02-03
2020-09-30	$3,913,684	106,640	-3.2%	Shares	Sole	2020-11-03
2020-06-30	$3,601,156	110,127	+17.9%	Shares	Sole	2020-08-03
2020-03-31	$3,048,180	93,388	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.