FP
PFE icon

Fiduciary Planning’s Pfizer PFE Stock Holding History

Fiduciary 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
Q1 		$209K Sell
7,433
-1,065
-13% -$28.4K 0.06% 71
2025
Q4 		$212K Buy
8,498
+30
+0.4% +$757 0.06% 74
2025
Q3 		$216K Buy
+8,468
New +$209K 0.07% 77
2023
Q4 		– Sell
-6,617
Closed -$219K – 65
2023
Q3 		$219K Buy
6,617
+600
+10% +$21.2K 0.1% 60
2023
Q2 		$221K Sell
6,017
-42
-0.7% -$1.64K 0.1% 42
2023
Q1 		$247K Sell
6,059
-34
-0.6% -$1.47K 0.12% 41
2022
Q4 		$312K Buy
6,093
+3
+0% +$144 0.15% 37
2022
Q3 		$266K Sell
6,090
-271
-4% -$13.2K 0.14% 32
2022
Q2 		$334K Sell
6,361
-52
-0.8% -$2.65K 0.17% 34
2022
Q1 		$332K Sell
6,413
-4,618
-42% -$240K 0.18% 35
2021
Q4 		$651K Sell
11,031
-1,950
-15% -$96.6K 0.37% 31
2021
Q3 		$558K Sell
12,981
-25,837
-67% -$1.14M 0.3% 48
2021
Q2 		$1.52M Sell
38,818
-15,626
-29% -$608K 1.31% 17
2021
Q1 		$1.97M Buy
54,444
+48,021
+748% +$1.71M 2.98% 10
2020
Q4 		$236K Sell
6,423
-1,777
-22% -$65.2K 0.33% 50
2020
Q3 		$286K Buy
8,200
+142
+2% +$4.98K 0.47% 40
2020
Q2 		$294K Sell
8,058
-2,533
-24% -$86.1K 0.65% 32
2020
Q1 		$328K Sell
10,591
-2,082
-16% -$70.9K 0.62% 30
2019
Q4 		$459K Buy
+12,673
New +$451K 0.42% 36

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fiduciary Planning's PFE Position: Q1 2026 in Review

Fiduciary Planning reduced its Pfizer (PFE) stake by 13% in Q1 2026, selling an estimated $28.4K and leaving 7,433 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #71.

Fiduciary Planning first reported a position in PFE in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.97M in Q1 2021. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Fiduciary Planning held 7,433 shares of Pfizer worth $209K as of Q1 2026.
  • Fiduciary Planning sold 1,065 Pfizer shares in Q1 2026, an estimated $28.4K.
  • Pfizer made up 0.06% of Fiduciary Planning's portfolio in Q1 2026, its #71 holding.
  • Fiduciary Planning first reported a position in Pfizer in Q4 2019 and has held it in 19 quarters since.
  • Fiduciary Planning's Pfizer position peaked at $1.97M in Q1 2021.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.