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Cornerstone Planning Group’s Pfizer PFE Stock Holding History

Cornerstone Planning Group’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 		$113K Sell
4,546
-267
-6% -$6.98K 0.01% 230
2026
Q1 		$127K Buy
4,813
+467
+11% +$12.4K 0.02% 213
2025
Q4 		$112K Buy
4,346
+4,194
+2,759% +$106K 0.02% 204
2025
Q3 		$2.42K Sell
152
-3,839
-96% -$94.8K ﹤0.01% 1125
2025
Q2 		$98.8K Buy
3,991
+1,442
+57% +$33.6K 0.02% 142
2025
Q1 		$57.1K Buy
2,549
+730
+40% +$19.1K 0.01% 212
2024
Q4 		$48.9K Buy
1,819
+60
+3% +$1.63K 0.01% 186
2024
Q3 		$50.1K Sell
1,759
-19
-1% -$554 0.01% 187
2024
Q2 		$52.9K Sell
1,778
-271
-13% -$7.46K 0.02% 191
2024
Q1 		$57K Sell
2,049
-658
-24% -$18.3K 0.02% 159
2023
Q4 		$77.9K Sell
2,707
-82
-3% -$2.48K 0.03% 136
2023
Q3 		$92.5K Sell
2,789
-68
-2% -$2.4K 0.04% 117
2023
Q2 		$105K Buy
+2,857
New +$111K 0.04% 128
2022
Q4 		$158K Buy
+3,510
New +$168K 0.07% 113

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's PFE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Pfizer (PFE) stake by 5.5% in Q2 2026, selling an estimated $6.98K and leaving 4,546 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #230.

Cornerstone Planning Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $158K in Q4 2022. 1,819 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cornerstone Planning Group held 4,546 shares of Pfizer worth $113K as of Q2 2026.
  • Cornerstone Planning Group sold 267 Pfizer shares in Q2 2026, an estimated $6.98K.
  • Pfizer made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #230 holding.
  • Cornerstone Planning Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Pfizer position peaked at $158K in Q4 2022.
  • 1,819 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.