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LifePlan Financial’s Pfizer PFE Stock Holding History

LifePlan Financial’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
Q2 		– Sell
-13,229
Closed -$335K – 93
2025
Q1 		$335K Sell
13,229
-543
-4% -$14.2K 0.29% 78
2024
Q4 		$365K Sell
13,772
-933
-6% -$25.3K 0.32% 73
2024
Q3 		$426K Sell
14,705
-282
-2% -$8.23K 0.37% 71
2024
Q2 		$419K Buy
14,987
+6,315
+73% +$174K 0.39% 64
2024
Q1 		$241K Sell
8,672
-192
-2% -$5.33K 0.22% 86
2023
Q4 		$255K Buy
+8,864
New +$268K 0.26% 80

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LifePlan Financial's PFE Position: Q2 2025 in Review

LifePlan Financial sold out of Pfizer (PFE) in Q2 2025, closing a stake of 13,229 shares — an estimated $335K sold.

LifePlan Financial first reported a position in PFE in Q4 2023 and held it in 6 quarters. The position peaked at $426K in Q3 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • LifePlan Financial reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • LifePlan Financial sold 13,229 Pfizer shares in Q2 2025, an estimated $335K.
  • LifePlan Financial first reported a position in Pfizer in Q4 2023 and held it in 6 quarters.
  • LifePlan Financial's Pfizer position peaked at $426K in Q3 2024.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on LifePlan Financial's 13F filing for Q2 2025, filed 9 Jul 2025.