Litman Gregory Wealth Management’s Pfizer PFE Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$1.11M	Hold	44,398	–	–	0.08%	80
2025 Q3	$1.13M	Buy	+44,398	New	+$1.1M	0.08%	76
2023 Q2	–	Sell	-10,874	Closed	-$444K	–	105
2023 Q1	$444K	Buy	+10,874	New	+$470K	0.17%	22
2021 Q2	–	Sell	-2,170	Closed	-$79K	–	155
2021 Q1	$79K	Hold	2,170	–	–	0.02%	83
2020 Q4	$80K	Sell	2,170 -117	-5%	-$4.29K	0.01%	83
2020 Q3	$80K	Hold	2,287	–	–	0.02%	78
2020 Q2	$71K	Hold	2,287	–	–	0.02%	81
2020 Q1	$71K	Sell	2,287 -2,635	-54%	-$89.8K	0.02%	70
2019 Q4	$183K	Buy	4,922 +2,002	+69%	+$71.3K	0.04%	51
2019 Q3	$100K	Sell	2,920 -555	-16%	-$20.2K	0.02%	64
2019 Q2	$143K	Buy	3,475 +1,188	+52%	+$47.2K	0.04%	54
2019 Q1	$92K	Hold	2,287	–	–	0.03%	56
2018 Q4	$95K	Hold	2,287	–	–	0.03%	56
2018 Q3	$96K	Hold	2,287	–	–	0.03%	49
2018 Q2	$79K	Hold	2,287	–	–	0.03%	45
2018 Q1	$77K	Buy	2,287 +1,233	+117%	+$42.4K	0.03%	68
2017 Q4	$36K	Hold	1,054	–	–	0.01%	58
2017 Q3	$36K	Hold	1,054	–	–	0.02%	57
2017 Q2	$34K	Sell	1,054 -1,054	-50%	-$33.2K	0.02%	40
2017 Q1	$68K	Buy	2,108 +1,054	+100%	+$33.2K	0.04%	35
2016 Q4	$32K	Hold	1,054	–	–	0.02%	37
2016 Q3	$34K	Hold	1,054	–	–	0.02%	33
2016 Q2	$35K	Hold	1,054	–	–	0.03%	31
2016 Q1	$30K	Buy	+1,054	New	+$30.1K	0.02%	36

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 $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's PFE Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Pfizer (PFE) position steady in Q4 2025 at 44,398 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #80.

Litman Gregory Wealth Management first reported a position in PFE in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.13M in Q3 2025. 2,923 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Litman Gregory Wealth Management held 44,398 shares of Pfizer worth $1.11M as of Q4 2025.
Litman Gregory Wealth Management left its Pfizer share count unchanged in Q4 2025.
Pfizer made up 0.08% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #80 holding.
Litman Gregory Wealth Management first reported a position in Pfizer in Q1 2016 and has held it in 24 quarters since.
Litman Gregory Wealth Management's Pfizer position peaked at $1.13M in Q3 2025.
2,923 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.