Retirement Planning Group, LLC

Pension

Position in PFE — Pfizer Inc

CIK 1508195 LEAWOOD, KS

Position in PFE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$350,267

-$40,213 QoQ

Shares Held

14,546

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,011

of 2,821 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Retirement Planning Group, LLC holds $14,111,185 across 9 Drug Manufacturers - General names. PFE ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	20,922	$5,313,560
2	ABBV	AbbVie Inc.	11,531	$2,901,660
3	LLY	ELI LILLY & Co	1,938	$2,324,495
4	AMGN	Amgen Inc	3,702	$1,340,568
5	MRK	Merck & Co., Inc.	6,911	$888,063
6	BMY	Bristol Myers Squibb Co	7,841	$451,798
7	PFE	Pfizer Inc This page	14,546	$350,267
8	GILD	Gilead Sciences, Inc.	2,143	$270,746

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,267	14,546	+4.6%	Shares	Sole	2026-08-05
2026-03-31	$390,480	13,906	+8.6%	Shares	Sole	2026-05-04
2025-12-31	$318,869	12,806	-7.0%	Shares	Sole	2026-02-03
2025-09-30	$350,732	13,765	+29.5%	Shares	Sole	2025-10-27
2025-03-31	$269,338	10,629	-14.4%	Shares	Sole	2025-04-10
2024-12-31	$329,582	12,423	+1.7%	Shares	Sole	2025-02-18
2024-09-30	$353,502	12,215	+190.8%	Shares	Sole	2024-10-10
2022-12-31	$215,208	4,200	-3.0%	Shares	Sole	2023-01-19
2022-06-30	$227,021	4,330	-9.1%	Shares	Sole	2022-07-13
2022-03-31	$246,632	4,764	+13.2%	Shares	Sole	2022-04-19
2021-12-31	$248,423	4,207	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.