Position in PFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,061
-$68,126 QoQ
Shares Held
9,471
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,349
of 2,821 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Mar 31, 2026CallValue
$11,232
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Berger Financial Group, Inc holds $30,167,656 across 8 Drug Manufacturers - General names. PFE ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
39,841 | $10,118,418 | |
| 2 | LLY |
ELI LILLY & Co
|
6,514 | $7,813,087 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
46,072 | $5,820,736 | |
| 4 | ABBV |
AbbVie Inc.
|
14,283 | $3,594,174 | |
| 5 | AMGN |
Amgen Inc
|
3,591 | $1,300,372 | |
| 6 | MRK |
Merck & Co., Inc.
|
8,364 | $1,074,774 | |
| 7 | PFE |
Pfizer Inc
This page
|
9,471 | $228,061 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in PFE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,061 | 9,471 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,232 | 400 | Call | Sole | 2026-04-28 | |
| 2026-03-31 | $296,187 | 10,548 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $285,926 | 11,483 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $373,664 | 14,665 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $360,885 | 14,888 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $422,620 | 16,678 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $520,067 | 19,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $827,828 | 28,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $866,148 | 30,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $825,146 | 29,735 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $714,337 | 24,812 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $872,304 | 26,298 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $770,280 | 21,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $848,599 | 20,799 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,033,920 | 20,178 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $880,451 | 20,120 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,039,582 | 19,828 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,025,046 | 19,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,158,265 | 19,615 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $724,374 | 16,842 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $629,183 | 16,067 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $567,869 | 15,674 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,334,745 | 117,760 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||