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Mark Sheptoff Financial Planning’s Pfizer PFE Stock Holding History

Mark Sheptoff 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
2026
Q1 		$337K Sell
12,734
-6,005
-32% -$160K 0.18% 70
2025
Q4 		$467K Sell
18,739
-900
-5% -$22.7K 0.22% 65
2025
Q3 		$500K Buy
19,639
+600
+3% +$14.8K 0.24% 57
2025
Q2 		$461K Sell
19,039
-4,100
-18% -$95.6K 0.25% 59
2025
Q1 		$586K Buy
23,139
+4,100
+22% +$107K 0.32% 51
2024
Q4 		$505K Buy
19,039
+300
+2% +$8.14K 0.27% 56
2024
Q3 		$542K Sell
18,739
-300
-2% -$8.75K 0.29% 54
2024
Q2 		$533K Hold
19,039
– – 0.3% 55
2024
Q1 		$528K Sell
19,039
-1,749
-8% -$48.5K 0.29% 53
2023
Q4 		$598K Sell
20,788
-3,990
-16% -$121K 0.36% 47
2023
Q3 		$822K Sell
24,778
-9,247
-27% -$327K 0.53% 33
2023
Q2 		$1.25M Hold
34,025
– – 0.71% 29
2023
Q1 		$1.39M Buy
34,025
+120
+0.4% +$5.18K 0.81% 24
2022
Q4 		$1.74M Buy
33,905
+2,986
+10% +$143K 1.02% 21
2022
Q3 		$1.35M Buy
30,919
+101
+0.3% +$4.91K 0.82% 24
2022
Q2 		$1.62M Buy
30,818
+918
+3% +$46.8K 0.93% 22
2022
Q1 		$1.55M Sell
29,900
-28,782
-49% -$1.49M 0.78% 28
2021
Q4 		$3.46M Buy
58,682
+24,602
+72% +$1.22M 1.65% 12
2021
Q3 		$1.47M Buy
34,080
+4,395
+15% +$195K 0.81% 25
2021
Q2 		$1.16M Sell
29,685
-189
-0.6% -$7.35K 0.62% 30
2021
Q1 		$1.08M Sell
29,874
-42,362
-59% -$1.5M 0.62% 30
2020
Q4 		$2.66M Buy
72,236
+2,517
+4% +$92.3K 1.51% 16
2020
Q3 		$2.43M Buy
69,719
+31,455
+82% +$1.1M 1.49% 17
2020
Q2 		$1.19M Sell
38,264
-1,199
-3% -$40.7K 0.77% 33
2020
Q1 		$1.22M Sell
39,463
-1,595
-4% -$54.3K 0.92% 27
2019
Q4 		$1.53M Sell
41,058
-951
-2% -$33.9K 0.96% 25
2019
Q3 		$1.43M Buy
42,009
+969
+2% +$35.2K 0.97% 28
2019
Q2 		$1.69M Buy
41,040
+197
+0.5% +$7.82K 1.15% 21
2019
Q1 		$1.65M Sell
40,843
-226
-0.6% -$9.05K 1.19% 20
2018
Q4 		$1.7M Buy
41,069
+80
+0.2% +$3.32K 1.41% 19
2018
Q3 		$1.71M Sell
40,989
-231
-0.6% -$8.89K 1.18% 21
2018
Q2 		$1.42M Buy
41,220
+75
+0.2% +$2.56K 1.05% 22
2018
Q1 		$1.39M Sell
41,145
-1,407
-3% -$48.4K 0.96% 26
2017
Q4 		$1.46M Sell
42,552
-2,386
-5% -$81.4K 0.95% 27
2017
Q3 		$1.52M Sell
44,938
-2,174
-5% -$69.9K 1.02% 26
2017
Q2 		$1.5M Sell
47,112
-6,276
-12% -$198K 1.03% 25
2017
Q1 		$1.73M Sell
53,388
-933
-2% -$29.4K 1.24% 21
2016
Q4 		$1.67M Buy
54,321
+1,253
+2% +$38.3K 1.24% 18
2016
Q3 		$1.71M Buy
53,068
+4,250
+9% +$142K 1.27% 25
2016
Q2 		$1.63M Sell
48,818
-854
-2% -$27.3K 1.22% 24
2016
Q1 		$1.4M Buy
49,672
+23,388
+89% +$668K 1.14% 27
2015
Q4 		$805K Sell
26,284
-551
-2% -$17.3K 0.65% 40
2015
Q3 		$800K Sell
26,835
-2,945
-10% -$94.4K 0.7% 38
2015
Q2 		$947K Buy
29,780
+10,533
+55% +$343K 0.77% 38
2015
Q1 		$635K Sell
19,247
-1,370
-7% -$43.6K 0.53% 52
2014
Q4 		$609K Buy
20,617
+86
+0.4% +$2.47K 0.54% 54
2014
Q3 		$576K Sell
20,531
-1,490
-7% -$41.8K 0.51% 57
2014
Q2 		$620K Buy
22,021
+377
+2% +$10.7K 0.53% 56
2014
Q1 		$660K Buy
+21,644
New +$645K 0.58% 51

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's PFE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Pfizer (PFE) stake by 32% in Q1 2026, selling an estimated $160K and leaving 12,734 shares worth $337K. The position accounts for 0.18% of the portfolio, ranked #70.

Mark Sheptoff Financial Planning first reported a position in PFE in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.46M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 12,734 shares of Pfizer worth $337K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 6,005 Pfizer shares in Q1 2026, an estimated $160K.
  • Pfizer made up 0.18% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #70 holding.
  • Mark Sheptoff Financial Planning first reported a position in Pfizer in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Pfizer position peaked at $3.46M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.