Position in PFE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$326,139
-$57,714 QoQ
Shares Held
13,544
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,065
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. PFE ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
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|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
|
528 | $100,119 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,139 | 13,544 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $383,853 | 13,670 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $367,225 | 14,748 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $365,179 | 14,332 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $349,056 | 14,400 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $374,246 | 14,769 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $392,564 | 14,797 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $465,934 | 16,100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $468,105 | 16,730 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $477,910 | 17,222 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $479,583 | 16,658 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $598,021 | 18,029 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $662,037 | 18,049 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $713,184 | 17,480 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $832,086 | 16,239 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $797,526 | 18,225 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $955,536 | 18,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,072,053 | 20,708 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,025,993 | 17,375 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $734,309 | 17,073 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $656,321 | 16,760 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $574,607 | 15,860 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $590,947 | 16,054 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $589,181 | 16,054 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $523,625 | 16,013 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $623,651 | 19,107 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||