Creative Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.6M | Buy |
2,122,972
+271,983
| +15% | +$7.24M | 0.04% | 187 |
|
|
2025
Q4 | $46.1M | Buy |
1,850,989
+205,112
| +12% | +$5.17M | 0.03% | 213 |
|
|
2025
Q3 | $41.9M | Buy |
1,645,877
+39,190
| +2% | +$967K | 0.03% | 218 |
|
|
2025
Q2 | $38.9M | Sell |
1,606,687
-87,607
| -5% | -$2.04M | 0.03% | 212 |
|
|
2025
Q1 | $42.9M | Buy |
1,694,294
+130,106
| +8% | +$3.4M | 0.04% | 191 |
|
|
2024
Q4 | $41.5M | Sell |
1,564,188
-256,543
| -14% | -$6.96M | 0.04% | 171 |
|
|
2024
Q3 | $52.7M | Buy |
1,820,731
+266,167
| +17% | +$7.76M | 0.05% | 133 |
|
|
2024
Q2 | $43.5M | Buy |
1,554,564
+182,950
| +13% | +$5.04M | 0.05% | 156 |
|
|
2024
Q1 | $38.1M | Buy |
1,371,614
+10,488
| +0.8% | +$291K | 0.04% | 169 |
|
|
2023
Q4 | $39.2M | Sell |
1,361,126
-110,898
| -8% | -$3.35M | 0.07% | 152 |
|
|
2023
Q3 | $48.8M | Buy |
1,472,024
+60,660
| +4% | +$2.15M | 0.07% | 126 |
|
|
2023
Q2 | $51.8M | Buy |
1,411,364
+62,912
| +5% | +$2.45M | 0.07% | 112 |
|
|
2023
Q1 | $55M | Buy |
1,348,452
+10,106
| +0.8% | +$436K | 0.08% | 107 |
|
|
2022
Q4 | $68.6M | Buy |
1,338,346
+82,401
| +7% | +$3.95M | 0.1% | 96 |
|
|
2022
Q3 | $55M | Sell |
1,255,945
-15,377
| -1% | -$747K | 0.1% | 93 |
|
|
2022
Q2 | $66.7M | Buy |
1,271,322
+140,167
| +12% | +$7.14M | 0.11% | 86 |
|
|
2022
Q1 | $58.6M | Buy |
1,131,155
+69,894
| +7% | +$3.63M | 0.09% | 97 |
|
|
2021
Q4 | $62.7M | Buy |
1,061,261
+13,226
| +1% | +$655K | 0.1% | 78 |
|
|
2021
Q3 | $45.1M | Sell |
1,048,035
-17,732
| -2% | -$786K | 0.08% | 101 |
|
|
2021
Q2 | $41.7M | Buy |
1,065,767
+79,653
| +8% | +$3.1M | 0.07% | 105 |
|
|
2021
Q1 | $35.7M | Sell |
986,114
-52,879
| -5% | -$1.88M | 0.07% | 105 |
|
|
2020
Q4 | $38.2M | Buy |
1,038,993
+38,290
| +4% | +$1.4M | 0.08% | 97 |
|
|
2020
Q3 | $34.8M | Buy |
1,000,703
+95,355
| +11% | +$3.34M | 0.09% | 91 |
|
|
2020
Q2 | $28.1M | Buy |
905,348
+21,359
| +2% | +$726K | 0.08% | 97 |
|
|
2020
Q1 | $27.4M | Sell |
883,989
-35,586
| -4% | -$1.21M | 0.1% | 85 |
|
|
2019
Q4 | $34.2M | Sell |
919,575
-26,486
| -3% | -$943K | 0.1% | 86 |
|
|
2019
Q3 | $32.3M | Sell |
946,061
-19,607
| -2% | -$713K | 0.11% | 85 |
|
|
2019
Q2 | $39.7M | Sell |
965,668
-556
| -0.1% | -$22.1K | 0.13% | 70 |
|
|
2019
Q1 | $38.9M | Sell |
966,224
-2,303
| -0.2% | -$92.2K | 0.14% | 66 |
|
|
2018
Q4 | $40.1M | Sell |
968,527
-12,004
| -1% | -$498K | 0.16% | 57 |
|
|
2018
Q3 | $41M | Buy |
980,531
+90,746
| +10% | +$3.49M | 0.15% | 60 |
|
|
2018
Q2 | $30.6M | Buy |
889,785
+65,022
| +8% | +$2.22M | 0.12% | 70 |
|
|
2018
Q1 | $27.8M | Buy |
824,763
+10,361
| +1% | +$356K | 0.11% | 75 |
|
|
2017
Q4 | $28M | Buy |
814,402
+28,801
| +4% | +$982K | 0.12% | 74 |
|
|
2017
Q3 | $26.6M | Buy |
785,601
+5,894
| +0.8% | +$189K | 0.12% | 76 |
|
|
2017
Q2 | $24.8M | Sell |
779,707
-17,331
| -2% | -$547K | 0.13% | 78 |
|
|
2017
Q1 | $25.9M | Sell |
797,038
-53,422
| -6% | -$1.68M | 0.14% | 71 |
|
|
2016
Q4 | $26.2M | Buy |
850,460
+70,182
| +9% | +$2.14M | 0.16% | 67 |
|
|
2016
Q3 | $25.1M | Buy |
780,278
+70,702
| +10% | +$2.36M | 0.16% | 65 |
|
|
2016
Q2 | $23.7M | Buy |
709,576
+35,086
| +5% | +$1.12M | 0.17% | 58 |
|
|
2016
Q1 | $19M | Sell |
674,490
-21,894
| -3% | -$625K | 0.15% | 67 |
|
|
2015
Q4 | $21.3M | Buy |
696,384
+94,531
| +16% | +$2.97M | 0.18% | 62 |
|
|
2015
Q3 | $17.9M | Buy |
601,853
+5,558
| +0.9% | +$178K | 0.16% | 68 |
|
|
2015
Q2 | $19M | Buy |
596,295
+33,962
| +6% | +$1.11M | 0.17% | 60 |
|
|
2015
Q1 | $18.6M | Buy |
562,333
+24,424
| +5% | +$777K | 0.17% | 59 |
|
|
2014
Q4 | $15.9M | Buy |
537,909
+23,634
| +5% | +$678K | 0.17% | 61 |
|
|
2014
Q3 | $14.4M | Buy |
514,275
+29,346
| +6% | +$824K | 0.17% | 65 |
|
|
2014
Q2 | $13.7M | Buy |
484,929
+43,182
| +10% | +$1.23M | 0.18% | 62 |
|
|
2014
Q1 | $13.5M | Buy |
441,747
+12,799
| +3% | +$382K | 0.2% | 54 |
|
|
2013
Q4 | $12.5M | Sell |
428,948
-69,722
| -14% | -$2.03M | 0.21% | 57 |
|
|
2013
Q3 | $13.6M | Buy |
498,670
+15,918
| +3% | +$433K | 0.27% | 44 |
|
|
2013
Q2 | $12.8M | Buy |
+482,752
| New | +$13.3M | 0.3% | 41 |
|
Other funds holding PFE
VCM
VPM
Creative Planning's PFE Position: Q1 2026 in Review
Creative Planning increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $7.24M and bringing the position to 2,122,972 shares worth $59.6M. The position accounts for 0.04% of the portfolio, ranked #187.
Creative Planning first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $68.6M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Creative Planning held 2,122,972 shares of Pfizer worth $59.6M as of Q1 2026.
- Creative Planning bought 271,983 Pfizer shares in Q1 2026, an estimated $7.24M.
- Pfizer made up 0.04% of Creative Planning's portfolio in Q1 2026, its #187 holding.
- Creative Planning first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Pfizer position peaked at $68.6M in Q4 2022.
- 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.