Creative Planning’s Pfizer PFE Stock Holding History

Creative 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
2023 Q3	–	Sell	-100	Closed	-$4	–	3003
2023 Q2	$4	Sell	100 -900	-90%	-$35K	﹤0.01%	2643
2023 Q1	$15.9K	Buy	+1,000	New	+$43.2K	﹤0.01%	2424
2021 Q1	–	Sell	-3,300	Closed	-$1K	–	2694
2020 Q4	$1K	Buy	3,300 +1,192	+57%	+$43.7K	﹤0.01%	2332
2020 Q3	$5K	Buy	+2,108	New	+$73.9K	﹤0.01%	2046
2018 Q4	–	Sell	-5,270	Closed	-$48K	–	2069
2018 Q3	$48K	Buy	+5,270	New	+$203K	﹤0.01%	1887
2017 Q2	–	Sell	-211	Closed	-$1K	–	4765
2017 Q1	$1K	Hold	211	–	–	﹤0.01%	4484
2016 Q4	$1K	Buy	+211	New	+$6.44K	﹤0.01%	4473
2016 Q3	–	Sell	-1,054	Closed	-$2K	–	4690
2016 Q2	$2K	Buy	+1,054	New	+$33.6K	﹤0.01%	4038
2016 Q1	–	Sell	-1,054	Closed	-$1K	–	4466
2015 Q4	$1K	Hold	1,054	–	–	﹤0.01%	4231
2015 Q3	$1K	Buy	+1,054	New	+$33.8K	﹤0.01%	4123
2015 Q2	–	Sell	-2,108	Closed	-$5K	–	2455
2015 Q1	$5K	Buy	+2,108	New	+$67K	﹤0.01%	3550

Other funds holding PFE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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.