Superior Planning, LLC’s Pfizer PFE Stock Holding History

Superior Planning, LLC’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$131K	Buy	+4,595	New	+$122K	0.05%	205

Other funds holding PFE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's PFE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pfizer (PFE) in Q3 2026: 4,595 shares worth $131K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings.

2,217 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Superior Planning, LLC held 4,595 shares of Pfizer worth $131K as of Q3 2026.
Pfizer was a new Superior Planning, LLC position in Q3 2026.
Pfizer made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #205 holding.
2,217 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.