Comprehensive Financial Planning’s Pfizer PFE Stock Holding History

Comprehensive Financial Planning’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	$12.6K	Buy	524 +5	+1%	+$131	0.01%	269
2026 Q1	$14.6K	Buy	519 +4	+0.8%	+$106	0.01%	239
2025 Q4	$12.8K	Buy	515 +4	+0.8%	+$101	0.01%	237
2025 Q3	$13K	Buy	511 +4	+0.8%	+$99	0.01%	228
2025 Q2	$12.3K	Sell	507 -95	-16%	-$2.22K	0.01%	218
2025 Q1	$15.3K	Buy	602 +3	+0.5%	+$79	0.01%	195
2024 Q4	$15.9K	Buy	+599	New	+$16.2K	0.01%	216

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

Comprehensive Financial Planning's PFE Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Pfizer (PFE) stake by 0.96% in Q2 2026, buying an estimated $131 and bringing the position to 524 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Comprehensive Financial Planning first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q4 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Comprehensive Financial Planning held 524 shares of Pfizer worth $12.6K as of Q2 2026.
Comprehensive Financial Planning bought 5 Pfizer shares in Q2 2026, an estimated $131.
Pfizer made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #269 holding.
Comprehensive Financial Planning first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Pfizer position peaked at $15.9K in Q4 2024.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.