Keener Financial Planning’s Pfizer PFE Stock Holding History

Keener Financial 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
2025 Q4	–	Sell	-261	Closed	-$6K	–	156
2025 Q3	$6K	Hold	261	–	–	﹤0.01%	175
2025 Q2	$6K	Hold	261	–	–	﹤0.01%	181
2025 Q1	$6K	Hold	261	–	–	﹤0.01%	146
2024 Q4	$6K	Hold	261	–	–	﹤0.01%	149
2024 Q3	$7K	Hold	261	–	–	﹤0.01%	150
2024 Q2	$7K	Hold	261	–	–	﹤0.01%	148
2024 Q1	$8K	Hold	261	–	–	0.01%	163
2023 Q4	$8K	Buy	+261	New	+$7.89K	0.01%	153

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keener Financial Planning's PFE Position: Q4 2025 in Review

Keener Financial Planning sold out of Pfizer (PFE) in Q4 2025, closing a stake of 261 shares — an estimated $6K sold.

Keener Financial Planning first reported a position in PFE in Q4 2023 and held it in 8 quarters. The position peaked at $8K in Q1 2024. 2,914 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Keener Financial Planning reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 261 Pfizer shares in Q4 2025, an estimated $6K.
Keener Financial Planning first reported a position in Pfizer in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Pfizer position peaked at $8K in Q1 2024.
2,914 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.