Partners in Financial Planning’s Pfizer PFE Stock Holding History

Partners in 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	$242K	Hold	8,604	–	–	0.04%	111
2025 Q4	$214K	Hold	8,604	–	–	0.04%	111
2025 Q3	$219K	Hold	8,604	–	–	0.04%	112
2025 Q2	$209K	Hold	8,604	–	–	0.04%	105
2025 Q1	$218K	Sell	8,604 -231	-3%	-$6.04K	0.04%	98
2024 Q4	$234K	Sell	8,835 -926	-9%	-$25.1K	0.05%	96
2024 Q3	$282K	Buy	9,761 +5	+0.1%	+$146	0.06%	90
2024 Q2	$273K	Buy	9,756 +6	+0.1%	+$165	0.06%	88
2024 Q1	$271K	Buy	9,750 +6	+0.1%	+$166	0.06%	88
2023 Q4	$281K	Buy	9,744 +1,807	+23%	+$54.6K	0.07%	85
2023 Q3	$263K	Buy	7,937 +926	+13%	+$32.7K	0.07%	83
2023 Q2	$257K	Hold	7,011	–	–	0.07%	83
2023 Q1	$286K	Hold	7,011	–	–	0.08%	76
2022 Q4	$359K	Hold	7,011	–	–	0.1%	67
2022 Q3	$338K	Hold	7,011	–	–	0.1%	68
2022 Q2	$335K	Hold	7,011	–	–	0.11%	71
2022 Q1	$337K	Hold	7,011	–	–	0.11%	66
2021 Q4	$356K	Sell	7,011 -862	-11%	-$42.7K	0.11%	63
2021 Q3	$339K	Hold	7,873	–	–	0.11%	67
2021 Q2	$308K	Buy	+7,873	New	+$306K	0.1%	69

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Partners in Financial Planning's PFE Position: Q1 2026 in Review

Partners in Financial Planning held its Pfizer (PFE) position steady in Q1 2026 at 8,604 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #111.

Partners in Financial Planning first reported a position in PFE in Q2 2021 and has held it in 20 quarters since. The position peaked at $359K in Q4 2022. 2,946 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Partners in Financial Planning held 8,604 shares of Pfizer worth $242K as of Q1 2026.
Partners in Financial Planning left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #111 holding.
Partners in Financial Planning first reported a position in Pfizer in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Pfizer position peaked at $359K in Q4 2022.
2,946 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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