FP
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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
Q2 		– Sell
-7,433
Closed -$209K – 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiduciary Planning's PFE Position: Q2 2026 in Review

Fiduciary Planning sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,433 shares — an estimated $209K sold.

Fiduciary Planning first reported a position in PFE in Q4 2019 and held it in 19 quarters. The position peaked at $1.97M in Q1 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fiduciary Planning reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Planning sold 7,433 Pfizer shares in Q2 2026, an estimated $209K.
  • Fiduciary Planning first reported a position in Pfizer in Q4 2019 and held it in 19 quarters.
  • Fiduciary Planning's Pfizer position peaked at $1.97M in Q1 2021.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.