Pinnacle Wealth Planning Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $690K | Buy |
24,584
+270
| +1% | +$7.19K | 0.07% | 156 |
|
|
2025
Q4 | $605K | Sell |
24,314
-3,744
| -13% | -$94.4K | 0.06% | 171 |
|
|
2025
Q3 | $715K | Buy |
28,058
+3,183
| +13% | +$78.6K | 0.08% | 142 |
|
|
2025
Q2 | $603K | Buy |
24,875
+3,686
| +17% | +$86K | 0.08% | 161 |
|
|
2025
Q1 | $537K | Buy |
21,189
+6,488
| +44% | +$170K | 0.08% | 156 |
|
|
2024
Q4 | $390K | Sell |
14,701
-15,132
| -51% | -$410K | 0.06% | 197 |
|
|
2024
Q3 | $863K | Buy |
29,833
+418
| +1% | +$12.2K | 0.12% | 112 |
|
|
2024
Q2 | $823K | Buy |
29,415
+1,089
| +4% | +$30K | 0.12% | 110 |
|
|
2024
Q1 | $786K | Sell |
28,326
-6,526
| -19% | -$181K | 0.12% | 115 |
|
|
2023
Q4 | $1M | Buy |
34,852
+11,673
| +50% | +$353K | 0.16% | 90 |
|
|
2023
Q3 | $769K | Sell |
23,179
-3,605
| -13% | -$127K | 0.13% | 102 |
|
|
2023
Q2 | $982K | Sell |
26,784
-12,645
| -32% | -$492K | 0.16% | 91 |
|
|
2023
Q1 | $1.61M | Buy |
39,429
+2,176
| +6% | +$94K | 0.27% | 55 |
|
|
2022
Q4 | $1.91M | Buy |
37,253
+9,395
| +34% | +$450K | 0.34% | 50 |
|
|
2022
Q3 | $1.22M | Sell |
27,858
-6,038
| -18% | -$293K | 0.23% | 67 |
|
|
2022
Q2 | $1.78M | Buy |
33,896
+5,756
| +20% | +$293K | 0.32% | 54 |
|
|
2022
Q1 | $1.46M | Sell |
28,140
-3,520
| -11% | -$183K | 0.27% | 64 |
|
|
2021
Q4 | $1.87M | Buy |
31,660
+1,873
| +6% | +$92.8K | 0.37% | 56 |
|
|
2021
Q3 | $1.28M | Buy |
29,787
+1,840
| +7% | +$81.5K | 0.28% | 64 |
|
|
2021
Q2 | $1.09M | Buy |
27,947
+4,155
| +17% | +$162K | 0.25% | 68 |
|
|
2021
Q1 | $862K | Sell |
23,792
-1,173
| -5% | -$41.6K | 0.22% | 75 |
|
|
2020
Q4 | $919K | Sell |
24,965
-2,447
| -9% | -$89.8K | 0.22% | 67 |
|
|
2020
Q3 | $955K | Buy |
27,412
+5,759
| +27% | +$202K | 0.32% | 62 |
|
|
2020
Q2 | $672K | Buy |
21,653
+479
| +2% | +$16.3K | 0.22% | 83 |
|
|
2020
Q1 | $654K | Sell |
21,174
-5,584
| -21% | -$190K | 0.31% | 65 |
|
|
2019
Q4 | $994K | Buy |
26,758
+9,424
| +54% | +$336K | 0.47% | 43 |
|
|
2019
Q3 | $590K | Sell |
17,334
-117
| -0.7% | -$4.25K | 0.32% | 65 |
|
|
2019
Q2 | $718K | Buy |
17,451
+934
| +6% | +$37.1K | 0.43% | 44 |
|
|
2019
Q1 | $666K | Sell |
16,517
-4,032
| -20% | -$161K | 0.45% | 39 |
|
|
2018
Q4 | $851K | Sell |
20,549
-2,074
| -9% | -$86.1K | 0.54% | 37 |
|
|
2018
Q3 | $945K | Sell |
22,623
-391
| -2% | -$15.1K | 0.86% | 29 |
|
|
2018
Q2 | $792K | Sell |
23,014
-417
| -2% | -$14.3K | 0.77% | 34 |
|
|
2018
Q1 | $789K | Buy |
23,431
+17,801
| +316% | +$612K | 0.81% | 35 |
|
|
2017
Q4 | $194K | Buy |
+5,630
| New | +$192K | 0.4% | 60 |
|
Other funds holding PFE
VCM
VPM
Pinnacle Wealth Planning Services's PFE Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Pfizer (PFE) stake by 1.1% in Q1 2026, buying an estimated $7.19K and bringing the position to 24,584 shares worth $690K. The position accounts for 0.07% of the portfolio, ranked #156.
Pinnacle Wealth Planning Services first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.91M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Pinnacle Wealth Planning Services held 24,584 shares of Pfizer worth $690K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 270 Pfizer shares in Q1 2026, an estimated $7.19K.
- Pfizer made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #156 holding.
- Pinnacle Wealth Planning Services first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Pfizer position peaked at $1.91M in Q4 2022.
- 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.