Compound Planning, Inc.

Position in PFE — Pfizer Inc

CIK 1978879 NEW YORK, NY

Position in PFE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,844,359

+$3,520,712 QoQ

Shares Held

242,706

+193.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#548

of 2,821 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. PFE ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	124,737	$31,388,818
2	JNJ	Johnson & Johnson	65,795	$16,709,955
3	LLY	ELI LILLY & Co	10,900	$13,073,787
4	MRK	Merck & Co., Inc.	101,296	$13,016,535
5	PFE	Pfizer Inc This page	242,706	$5,844,359
6	GILD	Gilead Sciences, Inc.	40,613	$5,131,046
7	NVS	Novartis AG	30,759	$4,820,549
8	AMGN	Amgen Inc	8,559	$3,099,384

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,844,359	242,706	+193.3%	Shares	Sole	2026-08-04
2026-03-31	$2,323,647	82,751	+17.3%	Shares	Other	2026-05-14
2025-12-31	$1,756,819	70,555	+35.5%	Shares	Defined	2026-02-19
2025-09-30	$1,326,794	52,072	+37.2%	Shares	Sole	2025-11-10
2025-06-30	$919,665	37,940	-14.2%	Shares	Sole	2025-08-14
2025-03-31	$1,120,737	44,228	+32.9%	Shares	Sole	2025-05-14
2024-12-31	$883,104	33,287	-21.6%	Shares	Sole	2025-01-17
2024-09-30	$1,228,011	42,433	+12.1%	Shares	Sole	2024-10-08
2024-06-30	$1,059,043	37,850	+1.1%	Shares	Sole	2024-07-26
2024-03-31	$1,038,460	37,422	+103.4%	Shares	Sole	2024-05-07
2023-12-31	$529,678	18,398	+31.8%	Shares	Sole	2024-02-08
2023-09-30	$462,854	13,954	+5.3%	Shares	Sole	2023-11-09
2023-06-30	$485,863	13,246	+3.8%	Shares	Sole	2023-08-03
2023-03-31	$520,526	12,758	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.