Phillips Wealth Planners’s Pfizer PFE Stock Holding History

Phillips Wealth Planners’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	$299K	Buy	+11,597	New	+$309K	0.23%	156
2025 Q4	–	Sell	-10,929	Closed	-$289K	–	207
2025 Q3	$289K	Buy	10,929 +2,352	+27%	+$58.1K	0.24%	148
2025 Q2	$220K	Sell	8,577 -4,402	-34%	-$103K	0.2%	174
2025 Q1	$284K	Buy	+12,979	New	+$340K	0.3%	118
2024 Q4	–	Sell	-12,692	Closed	-$377K	–	191
2024 Q3	$377K	Sell	12,692 -400	-3%	-$11.7K	0.36%	99
2024 Q2	$371K	Buy	13,092 +76	+0.6%	+$2.09K	0.39%	87
2024 Q1	$334K	Buy	13,016 +4,303	+49%	+$119K	0.38%	96
2023 Q4	$245K	Sell	8,713 -2,455	-22%	-$74.2K	0.29%	129
2023 Q3	$348K	Sell	11,168 -58	-0.5%	-$2.05K	0.47%	79
2023 Q2	$412K	Buy	11,226 +367	+3%	+$14.3K	0.54%	66
2023 Q1	$426K	Sell	10,859 -1,284	-11%	-$55.5K	0.56%	61
2022 Q4	$534K	Buy	+12,143	New	+$582K	0.93%	38

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return

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

Phillips Wealth Planners's PFE Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Pfizer (PFE) in Q1 2026: 11,597 shares worth $299K. The stake represents 0.23% of the portfolio and ranks #156 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in PFE as recently as Q3 2025.

Phillips Wealth Planners first reported a position in PFE in Q4 2022 and has held it in 12 quarters since. The position peaked at $534K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Phillips Wealth Planners held 11,597 shares of Pfizer worth $299K as of Q1 2026.
Pfizer was a new Phillips Wealth Planners position in Q1 2026.
Pfizer made up 0.23% of Phillips Wealth Planners's portfolio in Q1 2026, its #156 holding.
Phillips Wealth Planners first reported a position in Pfizer in Q4 2022 and has held it in 12 quarters since.
Phillips Wealth Planners's Pfizer position peaked at $534K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.