FORTEM FINANCIAL GROUP, LLC

Position in PFE — Pfizer Inc

CIK 1766509 PALM DESERT, CA

Position in PFE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$515,023

-$73,393 QoQ

Shares Held

21,388

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,739

of 2,821 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $5,722,803 across 5 Drug Manufacturers - General names. PFE ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,577	$1,891,501
2	ABBV	AbbVie Inc.	5,778	$1,453,975
3	JNJ	Johnson & Johnson	4,057	$1,030,356
4	GILD	Gilead Sciences, Inc.	6,585	$831,948
5	PFE	Pfizer Inc This page	21,388	$515,023

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,023	21,388	+2.1%	Shares	Sole	2026-07-20
2026-03-31	$588,416	20,955	+17.1%	Shares	Sole	2026-04-16
2025-12-31	$445,635	17,897	-43.1%	Shares	Sole	2026-02-04
2022-06-30	$1,649,395	31,459	-25.3%	Shares	Sole	2022-07-25
2022-03-31	$2,180,345	42,116	-8.4%	Shares	Sole	2022-04-27
2021-12-31	$2,714,292	45,966	+2.8%	Shares	Sole	2022-01-20
2021-09-30	$1,922,934	44,709	-2.8%	Shares	Sole	2021-10-15
2021-06-30	$1,800,968	45,990	-5.8%	Shares	Sole	2021-07-14
2021-03-31	$1,769,292	48,835	-10.8%	Shares	Sole	2021-04-20
2020-12-31	$2,014,942	54,739	+3.0%	Shares	Sole	2021-01-29
2020-09-30	$1,950,566	53,149	-29.5%	Shares	Sole	2020-10-15
2020-06-30	$2,465,876	75,409	+24.9%	Shares	Sole	2020-07-14
2020-03-31	$1,969,951	60,354	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.