CFC Planning Company’s Pfizer PFE Stock Holding History

CFC Planning Company’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 Q2	–	Sell	-50,603	Closed	-$1.28M	–	101
2025 Q1	$1.28M	Buy	50,603 +9,562	+23%	+$250K	1.37%	29
2024 Q4	$1.09M	Buy	+41,041	New	+$1.11M	1.17%	32

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

CFC Planning Company's PFE Position: Q2 2025 in Review

CFC Planning Company sold out of Pfizer (PFE) in Q2 2025, closing a stake of 50,603 shares — an estimated $1.28M sold.

CFC Planning Company first reported a position in PFE in Q4 2024 and held it in 2 quarters. The position peaked at $1.28M in Q1 2025. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

CFC Planning Company reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 50,603 Pfizer shares in Q2 2025, an estimated $1.28M.
CFC Planning Company first reported a position in Pfizer in Q4 2024 and held it in 2 quarters.
CFC Planning Company's Pfizer position peaked at $1.28M in Q1 2025.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.