Optimist Retirement Group LLC

Pension

Position in PFE — Pfizer Inc

CIK 2011850 BELLEVUE, WA

Position in PFE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,252,178

-$365,383 QoQ

Shares Held

93,529

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#903

of 2,821 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. PFE ranks #8 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,163	$3,793,797
2	ABBV	AbbVie Inc.	12,838	$3,230,554
3	MRK	Merck & Co., Inc.	22,801	$2,929,928
4	GSK	GSK plc	51,040	$2,675,516
5	NVS	Novartis AG	16,777	$2,629,291
6	BMY	Bristol Myers Squibb Co	43,542	$2,508,890
7	NVO	Novo Nordisk A S	52,040	$2,494,797
8	PFE	Pfizer Inc This page	93,529	$2,252,178

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,252,178	93,529	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$2,617,561	93,218	+151.8%	Shares	Sole	2026-05-11
2025-12-31	$921,648	37,014	-57.8%	Shares	Sole	2026-02-09
2025-09-30	$2,234,697	87,704	+3.3%	Shares	Sole	2025-11-17
2025-06-30	$2,057,297	84,872	+1.1%	Shares	Sole	2025-08-15
2025-03-31	$2,126,963	83,937	+198.6%	Shares	Sole	2025-05-05
2024-12-31	$745,864	28,114	-62.2%	Shares	Sole	2025-01-27
2024-09-30	$2,151,312	74,337	+0.7%	Shares	Sole	2024-11-25
2024-06-30	$2,066,183	73,845	+12.5%	Shares	Sole	2024-08-12
2024-03-31	$1,821,787	65,650	+555.2%	Shares	Sole	2024-05-13
2023-12-31	$288,475	10,020	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.