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Plan A Wealth’s Pfizer PFE Stock Holding History

Plan A Wealth’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 		– Sell
-10,470
Closed -$294K – 207
2026
Q1 		$294K Buy
10,470
+213
+2% +$5.67K 0.14% 121
2025
Q4 		$255K Sell
10,257
-775
-7% -$19.5K 0.12% 133
2025
Q3 		$281K Sell
11,032
-103
-0.9% -$2.54K 0.14% 122
2025
Q2 		$270K Buy
11,135
+837
+8% +$19.5K 0.15% 119
2025
Q1 		$261K Sell
10,298
-110
-1% -$2.88K 0.2% 82
2024
Q4 		$276K Buy
+10,408
New +$282K 0.25% 66

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plan A Wealth's PFE Position: Q2 2026 in Review

Plan A Wealth sold out of Pfizer (PFE) in Q2 2026, closing a stake of 10,470 shares — an estimated $294K sold.

Plan A Wealth first reported a position in PFE in Q4 2024 and held it in 6 quarters. The position peaked at $294K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Plan A Wealth reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Plan A Wealth sold 10,470 Pfizer shares in Q2 2026, an estimated $294K.
  • Plan A Wealth first reported a position in Pfizer in Q4 2024 and held it in 6 quarters.
  • Plan A Wealth's Pfizer position peaked at $294K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.