PDS Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $764K | Sell |
31,747
-3,384
| -10% | -$88.5K | 0.04% | 205 |
|
|
2026
Q1 | $986K | Buy |
35,131
+1,785
| +5% | +$47.5K | 0.07% | 140 |
|
|
2025
Q4 | $830K | Buy |
33,346
+1,095
| +3% | +$27.6K | 0.06% | 168 |
|
|
2025
Q3 | $822K | Sell |
32,251
-1,824
| -5% | -$45K | 0.06% | 163 |
|
|
2025
Q2 | $826K | Sell |
34,075
-72
| -0.2% | -$1.68K | 0.06% | 154 |
|
|
2025
Q1 | $865K | Buy |
34,147
+1,439
| +4% | +$37.7K | 0.07% | 121 |
|
|
2024
Q4 | $868K | Buy |
32,708
+1,262
| +4% | +$34.2K | 0.08% | 107 |
|
|
2024
Q3 | $910K | Buy |
31,446
+3,237
| +11% | +$94.4K | 0.08% | 110 |
|
|
2024
Q2 | $789K | Buy |
28,209
+3,804
| +16% | +$105K | 0.08% | 105 |
|
|
2024
Q1 | $677K | Sell |
24,405
-1,203
| -5% | -$33.4K | 0.07% | 122 |
|
|
2023
Q4 | $737K | Buy |
25,608
+968
| +4% | +$29.3K | 0.08% | 95 |
|
|
2023
Q3 | $817K | Sell |
24,640
-2,783
| -10% | -$98.4K | 0.11% | 87 |
|
|
2023
Q2 | $1.01M | Sell |
27,423
-934
| -3% | -$36.4K | 0.13% | 77 |
|
|
2023
Q1 | $1.16M | Buy |
28,357
+9,153
| +48% | +$395K | 0.16% | 67 |
|
|
2022
Q4 | $984K | Buy |
19,204
+586
| +3% | +$28.1K | 0.16% | 62 |
|
|
2022
Q3 | $815K | Sell |
18,618
-393
| -2% | -$19.1K | 0.15% | 61 |
|
|
2022
Q2 | $997K | Buy |
19,011
+20
| +0.1% | +$1.02K | 0.18% | 58 |
|
|
2022
Q1 | $983K | Buy |
18,991
+4,888
| +35% | +$254K | 0.17% | 58 |
|
|
2021
Q4 | $833K | Sell |
14,103
-4,489
| -24% | -$222K | 0.16% | 64 |
|
|
2021
Q3 | $800K | Buy |
18,592
+455
| +3% | +$20.2K | 0.18% | 60 |
|
|
2021
Q2 | $710K | Buy |
18,137
+1,438
| +9% | +$55.9K | 0.17% | 69 |
|
|
2021
Q1 | $605K | Buy |
16,699
+133
| +0.8% | +$4.72K | 0.18% | 66 |
|
|
2020
Q4 | $610K | Buy |
16,566
+869
| +6% | +$31.9K | 0.21% | 62 |
|
|
2020
Q3 | $547K | Buy |
15,697
+1,210
| +8% | +$42.4K | 0.22% | 62 |
|
|
2020
Q2 | $449K | Buy |
14,487
+1,182
| +9% | +$40.2K | 0.2% | 70 |
|
|
2020
Q1 | $412K | Sell |
13,305
-829
| -6% | -$28.2K | 0.26% | 51 |
|
|
2019
Q4 | $525K | Buy |
14,134
+1,188
| +9% | +$42.3K | 0.33% | 48 |
|
|
2019
Q3 | $441K | Buy |
12,946
+3,464
| +37% | +$126K | 0.31% | 52 |
|
|
2019
Q2 | $390K | Buy |
9,482
+204
| +2% | +$8.1K | 0.29% | 53 |
|
|
2019
Q1 | $374K | Buy |
9,278
+390
| +4% | +$15.6K | 0.29% | 54 |
|
|
2018
Q4 | $368K | Buy |
8,888
+270
| +3% | +$11.2K | 0.32% | 49 |
|
|
2018
Q3 | $360K | Buy |
8,618
+1,891
| +28% | +$72.8K | 0.31% | 51 |
|
|
2018
Q2 | $232K | Buy |
6,727
+7
| +0.1% | +$239 | 0.23% | 60 |
|
|
2018
Q1 | $226K | Sell |
6,720
-46
| -0.7% | -$1.58K | 0.23% | 58 |
|
|
2017
Q4 | $232K | Buy |
+6,766
| New | +$231K | 0.23% | 60 |
|
Other funds holding PFE
PDS Planning's PFE Position: Q2 2026 in Review
PDS Planning reduced its Pfizer (PFE) stake by 9.6% in Q2 2026, selling an estimated $88.5K and leaving 31,747 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #205.
PDS Planning first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.16M in Q1 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- PDS Planning held 31,747 shares of Pfizer worth $764K as of Q2 2026.
- PDS Planning sold 3,384 Pfizer shares in Q2 2026, an estimated $88.5K.
- Pfizer made up 0.04% of PDS Planning's portfolio in Q2 2026, its #205 holding.
- PDS Planning first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's Pfizer position peaked at $1.16M in Q1 2023.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.