Keystone Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.83M | Sell |
242,093
-4,289
| -2% | -$112K | 1.5% | 17 |
|
|
2026
Q1 | $6.92M | Hold |
246,382
| – | – | 1.85% | 13 |
|
|
2025
Q4 | $6.13M | Sell |
246,382
-7,583
| -3% | -$191K | 1.78% | 15 |
|
|
2025
Q3 | $6.47M | Sell |
253,965
-890
| -0.3% | -$22K | 1.88% | 14 |
|
|
2025
Q2 | $6.18M | Sell |
254,855
-1,332
| -0.5% | -$31.1K | 1.87% | 13 |
|
|
2025
Q1 | $6.49M | Hold |
256,187
| – | – | 1.93% | 16 |
|
|
2024
Q4 | $6.8M | Sell |
256,187
-512
| -0.2% | -$13.9K | 2.11% | 12 |
|
|
2024
Q3 | $7.43M | Sell |
256,699
-211
| -0.1% | -$6.16K | 2.25% | 9 |
|
|
2024
Q2 | $7.19M | Sell |
256,910
-265
| -0.1% | -$7.3K | 2.38% | 7 |
|
|
2024
Q1 | $7.14M | Sell |
257,175
-8,238
| -3% | -$229K | 2.31% | 12 |
|
|
2023
Q4 | $7.64M | Buy |
265,413
+19,537
| +8% | +$591K | 2.52% | 7 |
|
|
2023
Q3 | $8.16M | Buy |
245,876
+13,630
| +6% | +$482K | 2.85% | 3 |
|
|
2023
Q2 | $8.52M | Buy |
232,246
+14,231
| +7% | +$554K | 2.85% | 4 |
|
|
2023
Q1 | $8.89M | Buy |
218,015
+162,376
| +292% | +$7.01M | 3.03% | 4 |
|
|
2022
Q4 | $2.85M | Sell |
55,639
-313
| -0.6% | -$15K | 0.96% | 27 |
|
|
2022
Q3 | $2.45M | Sell |
55,952
-8,098
| -13% | -$394K | 0.94% | 27 |
|
|
2022
Q2 | $3.36M | Buy |
64,050
+8,553
| +15% | +$436K | 1.18% | 28 |
|
|
2022
Q1 | $2.87M | Buy |
55,497
+531
| +1% | +$27.6K | 0.96% | 31 |
|
|
2021
Q4 | $3.25M | Sell |
54,966
-176,640
| -76% | -$8.75M | 1.11% | 29 |
|
|
2021
Q3 | $9.96M | Sell |
231,606
-5,780
| -2% | -$256K | 3.62% | 3 |
|
|
2021
Q2 | $9.3M | Sell |
237,386
-3,144
| -1% | -$122K | 3.37% | 5 |
|
|
2021
Q1 | $8.71M | Buy |
240,530
+5,223
| +2% | +$185K | 3.25% | 9 |
|
|
2020
Q4 | $8.66M | Sell |
235,307
-5,511
| -2% | -$202K | 3.59% | 2 |
|
|
2020
Q3 | $8.38M | Buy |
240,818
+1,997
| +0.8% | +$70K | 4.05% | 2 |
|
|
2020
Q2 | $7.41M | Buy |
238,821
+3,390
| +1% | +$115K | 3.65% | 9 |
|
|
2020
Q1 | $7.29M | Buy |
235,431
+9,451
| +4% | +$322K | 4.17% | 3 |
|
|
2019
Q4 | $8.4M | Buy |
225,980
+7,327
| +3% | +$261K | 3.75% | 5 |
|
|
2019
Q3 | $7.45M | Buy |
218,653
+8,308
| +4% | +$302K | 3.56% | 7 |
|
|
2019
Q2 | $8.64M | Sell |
210,345
-327
| -0.2% | -$13K | 4.23% | 3 |
|
|
2019
Q1 | $8.49M | Buy |
210,672
+1,630
| +0.8% | +$65.3K | 4.19% | 2 |
|
|
2018
Q4 | $8.66M | Buy |
209,042
+603
| +0.3% | +$25K | 4.84% | 1 |
|
|
2018
Q3 | $8.71M | Sell |
208,439
-5,554
| -3% | -$214K | 4.45% | 2 |
|
|
2018
Q2 | $7.37M | Buy |
213,993
+1,454
| +0.7% | +$49.7K | 4.06% | 4 |
|
|
2018
Q1 | $7.16M | Buy |
212,539
+6,781
| +3% | +$233K | 3.99% | 4 |
|
|
2017
Q4 | $7.07M | Buy |
205,758
+2,361
| +1% | +$80.5K | 3.77% | 8 |
|
|
2017
Q3 | $6.89M | Buy |
203,397
+5,720
| +3% | +$184K | 3.91% | 5 |
|
|
2017
Q2 | $6.3M | Buy |
197,677
+6,051
| +3% | +$191K | 3.82% | 4 |
|
|
2017
Q1 | $6.22M | Buy |
191,626
+3,279
| +2% | +$103K | 3.87% | 6 |
|
|
2016
Q4 | $5.8M | Buy |
188,347
+3,455
| +2% | +$105K | 3.79% | 6 |
|
|
2016
Q3 | $5.94M | Buy |
184,892
+2,582
| +1% | +$86.3K | 3.9% | 5 |
|
|
2016
Q2 | $6.09M | Buy |
182,310
+3,207
| +2% | +$102K | 4.12% | 5 |
|
|
2016
Q1 | $5.04M | Buy |
179,103
+5,392
| +3% | +$154K | 3.61% | 8 |
|
|
2015
Q4 | $5.32M | Buy |
173,711
+166
| +0.1% | +$5.22K | 4.03% | 7 |
|
|
2015
Q3 | $5.17M | Buy |
173,545
+409
| +0.2% | +$13.1K | 4.18% | 3 |
|
|
2015
Q2 | $5.51M | Buy |
173,136
+229
| +0.1% | +$7.46K | 4.22% | 3 |
|
|
2015
Q1 | $5.71M | Buy |
172,907
+879
| +0.5% | +$27.9K | 4.34% | 3 |
|
|
2014
Q4 | $5.08M | Buy |
172,028
+8,464
| +5% | +$243K | 3.75% | 9 |
|
|
2014
Q3 | $4.59M | Buy |
163,564
+6
| +0% | +$168 | 3.46% | 12 |
|
|
2014
Q2 | $4.61M | Sell |
163,558
-783
| -0.5% | -$22.3K | 3.47% | 15 |
|
|
2014
Q1 | $5.01M | Buy |
164,341
+3,691
| +2% | +$110K | 3.88% | 4 |
|
|
2013
Q4 | $4.67M | Buy |
+160,650
| New | +$4.68M | 3.73% | 3 |
|
Other funds holding PFE
Keystone Financial Planning's PFE Position: Q2 2026 in Review
Keystone Financial Planning reduced its Pfizer (PFE) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 242,093 shares worth $5.83M. The position accounts for 1.5% of the portfolio, ranked #17.
Keystone Financial Planning first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.96M in Q3 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Keystone Financial Planning held 242,093 shares of Pfizer worth $5.83M as of Q2 2026.
- Keystone Financial Planning sold 4,289 Pfizer shares in Q2 2026, an estimated $112K.
- Pfizer made up 1.5% of Keystone Financial Planning's portfolio in Q2 2026, its #17 holding.
- Keystone Financial Planning first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
- Keystone Financial Planning's Pfizer position peaked at $9.96M in Q3 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.