Retirement Planning Group (Kansas)’s Pfizer PFE Stock Holding History

Retirement Planning Group (Kansas)’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 Q2	$350K	Buy	14,546 +640	+5%	+$16.7K	0.01%	397
2026 Q1	$390K	Buy	13,906 +1,100	+9%	+$29.3K	0.01%	349
2025 Q4	$319K	Sell	12,806 -959	-7%	-$24.2K	0.01%	328
2025 Q3	$351K	Buy	+13,765	New	+$340K	0.01%	309
2025 Q2	–	Sell	-10,629	Closed	-$269K	–	314
2025 Q1	$269K	Sell	10,629 -1,794	-14%	-$46.9K	0.01%	261
2024 Q4	$330K	Buy	12,423 +208	+2%	+$5.64K	0.02%	226
2024 Q3	$354K	Buy	+12,215	New	+$356K	0.02%	205
2023 Q1	–	Sell	-4,200	Closed	-$215K	–	151
2022 Q4	$215K	Buy	+4,200	New	+$201K	0.02%	129
2022 Q3	–	Sell	-4,330	Closed	-$227K	–	135
2022 Q2	$227K	Sell	4,330 -434	-9%	-$22.1K	0.03%	103
2022 Q1	$247K	Buy	4,764 +557	+13%	+$28.9K	0.03%	95
2021 Q4	$248K	Buy	+4,207	New	+$208K	0.02%	95

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PFE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Pfizer (PFE) stake by 4.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 14,546 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #397.

Retirement Planning Group (Kansas) first reported a position in PFE in Q4 2021 and has held it in 11 quarters since. The position peaked at $390K in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Retirement Planning Group (Kansas) held 14,546 shares of Pfizer worth $350K as of Q2 2026.
Retirement Planning Group (Kansas) bought 640 Pfizer shares in Q2 2026, an estimated $16.7K.
Pfizer made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #397 holding.
Retirement Planning Group (Kansas) first reported a position in Pfizer in Q4 2021 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s Pfizer position peaked at $390K in Q1 2026.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.