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Asset Planning Inc’s Pfizer PFE Stock Holding History

Asset Planning Inc’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 		$162K Sell
6,735
-72
-1% -$1.88K 0.11% 102
2026
Q1 		$191K Sell
6,807
-723
-10% -$19.2K 0.14% 87
2025
Q4 		$187K Sell
7,530
-597
-7% -$15.1K 0.13% 84
2025
Q3 		$207K Sell
8,127
-799
-9% -$19.7K 0.15% 81
2025
Q2 		$216K Buy
8,926
+48
+0.5% +$1.12K 0.16% 78
2025
Q1 		$225K Sell
8,878
-19,535
-69% -$511K 0.18% 75
2024
Q4 		$754K Buy
+28,413
New +$771K 0.57% 37

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Planning Inc's PFE Position: Q2 2026 in Review

Asset Planning Inc reduced its Pfizer (PFE) stake by 1.1% in Q2 2026, selling an estimated $1.88K and leaving 6,735 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #102.

Asset Planning Inc first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Asset Planning Inc held 6,735 shares of Pfizer worth $162K as of Q2 2026.
  • Asset Planning Inc sold 72 Pfizer shares in Q2 2026, an estimated $1.88K.
  • Pfizer made up 0.11% of Asset Planning Inc's portfolio in Q2 2026, its #102 holding.
  • Asset Planning Inc first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Pfizer position peaked at $754K in Q4 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.