Cyndeo Wealth Partners, LLC

Position in PFE — Pfizer Inc

CIK 1950947 ST. PETERSBURG, FL

Position in PFE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,924,073

-$1,586,295 QoQ

Shares Held

536,714

+3.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#362

of 2,821 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $116,144,822 across 9 Drug Manufacturers - General names. PFE ranks #5 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	137,211	$34,527,776
2	LLY	ELI LILLY & Co	17,927	$21,502,183
3	JNJ	Johnson & Johnson	78,287	$19,882,549
4	MRK	Merck & Co., Inc.	108,426	$13,932,741
5	PFE	Pfizer Inc This page	536,714	$12,924,073
6	BMY	Bristol Myers Squibb Co	186,460	$10,743,825
7	AZN	Astrazeneca PLC	6,841	$1,297,190
8	NVS	Novartis AG	4,490	$703,672

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,924,073	536,714	+3.9%	Shares	Sole	2026-07-21
2026-03-31	$14,510,368	516,751	+410.8%	Shares	Sole	2026-04-13
2025-12-31	$2,518,983	101,164	-31.2%	Shares	Sole	2026-01-07
2025-09-30	$3,744,999	146,978	+0.2%	Shares	Sole	2025-10-10
2025-06-30	$3,555,862	146,694	+3.5%	Shares	Sole	2025-07-24
2025-03-31	$3,590,348	141,687	+4.3%	Shares	Sole	2025-04-17
2024-12-31	$3,603,702	135,835	-11.3%	Shares	Sole	2025-01-21
2024-09-30	$4,430,974	153,109	+25.6%	Shares	Sole	2024-10-18
2024-06-30	$3,410,985	121,908	+34.1%	Shares	Sole	2024-07-30
2024-03-31	$2,523,612	90,941	+26.8%	Shares	Sole	2024-04-17
2023-12-31	$2,064,300	71,702	+33.8%	Shares	Sole	2024-01-12
2023-09-30	$1,777,746	53,595	+6.3%	Shares	Sole	2023-10-10
2023-06-30	$1,850,212	50,442	-1.7%	Shares	Sole	2023-07-27
2023-03-31	$2,094,264	51,330	+1.6%	Shares	Sole	2023-04-25
2022-12-31	$2,588,593	50,519	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.