NEPPG
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New England Professional Planning Group’s Pfizer PFE Stock Holding History

New England Professional Planning Group’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
Q2 		$462K Sell
19,167
-444
-2% -$11.6K 0.17% 26
2026
Q1 		$551K Sell
19,611
-4,086
-17% -$109K 0.23% 19
2025
Q4 		$590K Sell
23,697
-2,190
-8% -$55.2K 0.25% 18
2025
Q3 		$660K Sell
25,887
-2,260
-8% -$55.8K 0.3% 17
2025
Q2 		$682K Sell
28,147
-1,202
-4% -$28K 0.31% 16
2025
Q1 		$744K Sell
29,349
-4,616
-14% -$121K 0.37% 13
2024
Q4 		$901K Sell
33,965
-4,342
-11% -$118K 0.45% 13
2024
Q3 		$1.11M Sell
38,307
-3,095
-7% -$90.3K 0.55% 9
2024
Q2 		$1.16M Sell
41,402
-804
-2% -$22.1K 0.61% 6
2024
Q1 		$1.17M Sell
42,206
-4,054
-9% -$112K 0.61% 7
2023
Q4 		$1.33M Sell
46,260
-6,057
-12% -$183K 0.76% 7
2023
Q3 		$1.74M Sell
52,317
-5,322
-9% -$188K 1.07% 6
2023
Q2 		$2.11M Buy
57,639
+18
+0% +$701 1.24% 6
2023
Q1 		$2.38M Sell
57,621
-2,526
-4% -$109K 1.44% 7
2022
Q4 		$3.08M Buy
60,147
+2,292
+4% +$110K 1.73% 7
2022
Q3 		$2.53M Sell
57,855
-444
-0.8% -$21.6K 1.8% 7
2022
Q2 		$3.06M Sell
58,299
-2,266
-4% -$115K 2.12% 6
2022
Q1 		$3.12M Sell
60,565
-2,486
-4% -$129K 1.87% 6
2021
Q4 		$3.5M Sell
63,051
-1,795
-3% -$88.9K 2.13% 5
2021
Q3 		$2.84M Sell
64,846
-9,050
-12% -$401K 1.68% 7
2021
Q2 		$3.42M Sell
73,896
-17,710
-19% -$689K 2.06% 6
2021
Q1 		$3.59M Sell
91,606
-4,006
-4% -$142K 2.2% 5
2020
Q4 		$3.52M Sell
95,612
-32,344
-25% -$1.19M 2.48% 5
2020
Q3 		$4.42M Sell
127,956
-19,933
-13% -$699K 3.52% 5
2020
Q2 		$5.39M Sell
147,889
-8,589
-5% -$292K 4.16% 5
2020
Q1 		$5.59M Sell
156,478
-89,936
-36% -$3.06M 5.18% 5
2019
Q4 		$9.16M Buy
+246,414
New +$8.78M 7.27% 5
2018
Q3 		$9.55M Sell
228,609
-8,114
-3% -$312K 10.95% 4
2018
Q2 		$8.16M Buy
236,723
+4,632
+2% +$158K 10.47% 4
2018
Q1 		$8.06M Sell
232,091
-14,433
-6% -$496K 10.7% 4
2017
Q4 		$8.61M Buy
+246,524
New +$8.41M 10.51% 4
2016
Q2 		$8.72M Sell
249,609
-16,448
-6% -$525K 9.78% 4
2016
Q1 		$7.58M Sell
266,057
-40,722
-13% -$1.16M 7.6% 5
2015
Q4 		$9.4M Buy
306,779
+5,038
+2% +$158K 10.48% 3
2015
Q3 		$9.63M Sell
301,741
-7,845
-3% -$252K 10.9% 3
2015
Q2 		$9.85M Buy
309,586
+5,872
+2% +$191K 12.92% 3
2015
Q1 		$9.89M Sell
303,714
-15,651
-5% -$498K 13.33% 3
2014
Q4 		$9.64M Buy
+319,365
New +$9.16M 14.22% 3

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New England Professional Planning Group's PFE Position: Q2 2026 in Review

New England Professional Planning Group reduced its Pfizer (PFE) stake by 2.3% in Q2 2026, selling an estimated $11.6K and leaving 19,167 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #26.

New England Professional Planning Group first reported a position in PFE in Q4 2014 and has held it in 38 quarters since. The position peaked at $9.89M in Q1 2015. 1,551 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • New England Professional Planning Group held 19,167 shares of Pfizer worth $462K as of Q2 2026.
  • New England Professional Planning Group sold 444 Pfizer shares in Q2 2026, an estimated $11.6K.
  • Pfizer made up 0.17% of New England Professional Planning Group's portfolio in Q2 2026, its #26 holding.
  • New England Professional Planning Group first reported a position in Pfizer in Q4 2014 and has held it in 38 quarters since.
  • New England Professional Planning Group's Pfizer position peaked at $9.89M in Q1 2015.
  • 1,551 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.