Forza Wealth Management, LLC

Position in PFE — Pfizer Inc

CIK 1963030 SARASOTA, FL

Position in PFE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$654,976

-$95,096 QoQ

Shares Held

27,200

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,576

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

Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. PFE ranks #8 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,323	$2,786,276
2	ABBV	AbbVie Inc.	10,703	$2,693,302
3	JNJ	Johnson & Johnson	10,314	$2,619,446
4	AMGN	Amgen Inc	7,018	$2,541,358
5	MRK	Merck & Co., Inc.	10,879	$1,397,951
6	BMY	Bristol Myers Squibb Co	24,137	$1,390,773
7	NVS	Novartis AG	5,274	$826,541
8	PFE	Pfizer Inc This page	27,200	$654,976

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,976	27,200	+1.8%	Shares	Sole	2026-07-17
2026-03-31	$750,072	26,712	+15.2%	Shares	Sole	2026-04-30
2025-12-31	$577,381	23,188	+21.2%	Shares	Sole	2026-02-02
2025-09-30	$487,355	19,127	+25.1%	Shares	Sole	2025-10-22
2025-06-30	$370,629	15,290	+16.7%	Shares	Sole	2025-07-18
2025-03-31	$332,004	13,102	+10.5%	Shares	Sole	2025-04-30
2024-12-31	$314,433	11,852	-36.8%	Shares	Sole	2025-01-13
2024-09-30	$542,914	18,760	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$514,692	18,395	-5.9%	Shares	Sole	2024-07-17
2024-03-31	$542,734	19,558	0.0%	Shares	Sole	2024-04-22
2023-12-31	$563,074	19,558	-22.5%	Shares	Sole	2024-01-24
2023-09-30	$837,310	25,243	0.0%	Shares	Sole	2023-10-24
2023-06-30	$925,913	25,243	-3.1%	Shares	Sole	2023-07-25
2023-03-31	$1,063,370	26,063	+8.7%	Shares	Sole	2023-05-03
2022-12-31	$1,228,632	23,978	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.