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 Q2	$274K	Sell	11,382 -215	-2%	-$5.62K	0.2%	163
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phillips Wealth Planners's PFE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $5.62K and leaving 11,382 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #163.

Phillips Wealth Planners first reported a position in PFE in Q4 2022 and has held it in 13 quarters since. The position peaked at $534K in Q4 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Phillips Wealth Planners held 11,382 shares of Pfizer worth $274K as of Q2 2026.
Phillips Wealth Planners sold 215 Pfizer shares in Q2 2026, an estimated $5.62K.
Pfizer made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #163 holding.
Phillips Wealth Planners first reported a position in Pfizer in Q4 2022 and has held it in 13 quarters since.
Phillips Wealth Planners's Pfizer position peaked at $534K in Q4 2022.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.