WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in PFE — Pfizer Inc

CIK 1812177 HIGHLAND PARK, IL

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Position in PFE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,877,969

-$507,215 QoQ

Shares Held

119,517

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#815

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)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. PFE ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG	50,139	$7,857,784
2	GILD	Gilead Sciences, Inc.	54,276	$6,857,229
3	GSK	GSK plc	119,866	$6,283,375
4	MRK	Merck & Co., Inc.	48,113	$6,182,520
5	PFE	Pfizer Inc This page	119,517	$2,877,969
6	ABBV	AbbVie Inc.	3,250	$817,830
7	LLY	ELI LILLY & Co	568	$681,276
8	JNJ	Johnson & Johnson	2,096	$532,321

All Filings in PFE

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,877,969	119,517	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$3,385,184	120,555	-0.3%	Shares	Sole	2026-04-30
2025-12-31	$3,010,036	120,885	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$3,058,899	120,051	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$3,027,891	124,913	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$3,159,087	124,668	+204.2%	Shares	Sole	2025-05-08
2024-12-31	$1,087,385	40,987	-68.4%	Shares	Sole	2025-02-12
2024-09-30	$3,752,157	129,653	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$3,580,740	127,975	+2.4%	Shares	Sole	2024-08-12
2024-03-31	$3,467,834	124,967	+230.7%	Shares	Sole	2024-05-14
2023-12-31	$1,087,830	37,785	-69.1%	Shares	Sole	2024-02-13
2023-09-30	$4,057,055	122,311	+4.1%	Shares	Sole	2023-11-14
2023-06-30	$4,310,010	117,503	+2.8%	Shares	Sole	2023-08-11
2023-03-31	$4,662,338	114,273	+10.8%	Shares	Sole	2023-05-12
2022-12-31	$5,284,022	103,123	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$4,578,871	104,636	+3.8%	Shares	Sole	2022-11-01
2022-06-30	$5,283,056	100,764	+3.6%	Shares	Sole	2022-08-09
2022-03-31	$5,033,027	97,219	+2.3%	Shares	Sole	2022-05-13
2021-12-31	$5,612,289	95,043	+6107.9%	Shares	Sole	2022-02-10
2021-09-30	$65,848	1,531	+49.8%	Shares	Sole	2021-11-15
2021-06-30	$40,021	1,022	-8.1%	Shares	Sole	2021-08-16
2021-03-31	$40,287	1,112	+1.1%	Shares	Sole	2021-05-17
2020-12-31	$40,491	1,100	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.