Total Wealth Planning & Management, Inc.
Position in PFE — Pfizer Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,186,903
-$289,543 QoQ
Shares Held
49,290
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,224
of 2,826 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Derivatives in PFE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$327,488
PutShares
13,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $8,212,636 across 6 Drug Manufacturers - General names. PFE ranks #3 (14.5% of the industry book) .
All Filings in PFE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,903 | 49,290 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $327,488 | 13,600 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $1,476,446 | 52,580 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $381,888 | 13,600 | Put | Sole | 2026-05-05 | |
| 2025-12-31 | $1,268,157 | 50,930 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $318,720 | 12,800 | Put | Sole | 2026-02-11 | |
| 2025-06-30 | $922,283 | 38,048 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $286,032 | 11,800 | Put | Sole | 2025-07-24 | |
| 2025-03-31 | $705,947 | 27,859 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $286,342 | 11,300 | Put | Sole | 2025-04-24 | |
| 2024-12-31 | $667,043 | 25,143 | Shares | Sole | 2025-02-28 | |
| 2024-12-31 | $299,789 | 11,300 | Put | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||