JRPIM
PFE icon

Journey Retirement Planning & Investment Management’s Pfizer PFE Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-13,596
Closed -$338K – 206
2025
Q4 		$338K Buy
+13,596
New +$343K 0.07% 185

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PFE Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 13,596 shares — an estimated $338K sold.

Journey Retirement Planning & Investment Management first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 2,947 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 13,596 Pfizer shares in Q1 2026, an estimated $338K.
  • Journey Retirement Planning & Investment Management first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Pfizer position peaked at $338K in Q4 2025.
  • 2,947 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.