Capital & Planning LLC’s Pfizer PFE Stock Holding History

Capital & 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
2025 Q1	–	Sell	-3	Closed	-$80	–	135
2024 Q4	$80	Buy	+3	New	+$81	﹤0.01%	192

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital & Planning LLC's PFE Position: Q1 2025 in Review

Capital & Planning LLC sold out of Pfizer (PFE) in Q1 2025, closing a stake of 3 shares — an estimated $80 sold.

Capital & Planning LLC first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $80 in Q4 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Capital & Planning LLC reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 3 Pfizer shares in Q1 2025, an estimated $80.
Capital & Planning LLC first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Pfizer position peaked at $80 in Q4 2024.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.