Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,209,045
+$26,234 QoQ
Shares Held
133,266
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#777
of 2,821 holders
Holding Since
Jun 2022
14 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, 2026Plan Group Financial, LLC holds $6,424,891 across 8 Drug Manufacturers - General names. PFE ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
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|
133,266 | $3,209,045 | |
| 2 | MRK |
Merck & Co., Inc.
|
8,264 | $1,061,924 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
11,399 | $656,810 | |
| 4 | ABBV |
AbbVie Inc.
|
1,491 | $375,195 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
2,717 | $343,265 | |
| 6 | LLY |
ELI LILLY & Co
|
249 | $298,658 | |
| 7 | JNJ |
Johnson & Johnson
|
1,053 | $267,430 | |
| 8 | AZN |
Astrazeneca PLC
|
1,121 | $212,564 |
All Filings in PFE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,209,045 | 133,266 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,182,811 | 113,348 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,484,920 | 99,796 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,082,098 | 81,715 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,576,690 | 65,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,375,556 | 54,284 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $949,482 | 35,789 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $906,313 | 31,317 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $784,223 | 28,028 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $419,691 | 15,124 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $281,710 | 9,785 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $364,239 | 10,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $561,534 | 15,309 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $386,094 | 7,364 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||