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Intrepid Financial Planning Group’s Pfizer PFE Stock Holding History

Intrepid Financial 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
Q1 		$241K Hold
8,566
– – 0.1% 109
2025
Q4 		$213K Hold
8,566
– – 0.08% 112
2025
Q3 		$218K Sell
8,566
-428
-5% -$10.6K 0.08% 115
2025
Q2 		$218K Sell
8,994
-8,258
-48% -$193K 0.09% 114
2025
Q1 		$437K Sell
17,252
-500
-3% -$13.1K 0.2% 74
2024
Q4 		$471K Sell
17,752
-593
-3% -$16.1K 0.2% 74
2024
Q3 		$531K Sell
18,345
-830
-4% -$24.2K 0.23% 70
2024
Q2 		$537K Sell
19,175
-203
-1% -$5.59K 0.23% 67
2024
Q1 		$538K Sell
19,378
-1,170
-6% -$32.5K 0.23% 68
2023
Q4 		$592K Sell
20,548
-5,000
-20% -$151K 0.28% 59
2023
Q3 		$847K Buy
25,548
+5,156
+25% +$182K 0.44% 44
2023
Q2 		$748K Sell
20,392
-800
-4% -$31.1K 0.36% 52
2023
Q1 		$865K Hold
21,192
– – 0.44% 46
2022
Q4 		$1.09M Sell
21,192
-275
-1% -$13.2K 0.59% 40
2022
Q3 		$939K Buy
21,467
+350
+2% +$17K 0.53% 41
2022
Q2 		$1.11M Buy
+21,117
New +$1.08M 0.61% 38

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

Intrepid Financial Planning Group's PFE Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Pfizer (PFE) position steady in Q1 2026 at 8,566 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #109.

Intrepid Financial Planning Group first reported a position in PFE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q2 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Intrepid Financial Planning Group held 8,566 shares of Pfizer worth $241K as of Q1 2026.
  • Intrepid Financial Planning Group left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.1% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #109 holding.
  • Intrepid Financial Planning Group first reported a position in Pfizer in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's Pfizer position peaked at $1.11M in Q2 2022.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.