PGF
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Plan Group Financial’s Pfizer PFE Stock Holding History

Plan Group Financial’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 		$3.18M Buy
113,348
+13,552
+14% +$361K 0.75% 43
2025
Q4 		$2.48M Buy
99,796
+18,081
+22% +$456K 0.64% 44
2025
Q3 		$2.08M Buy
81,715
+16,670
+26% +$411K 0.56% 61
2025
Q2 		$1.58M Buy
65,045
+10,761
+20% +$251K 0.52% 65
2025
Q1 		$1.38M Buy
54,284
+18,495
+52% +$484K 0.49% 56
2024
Q4 		$949K Buy
35,789
+4,472
+14% +$121K 0.5% 49
2024
Q3 		$906K Buy
31,317
+3,289
+12% +$95.9K 0.48% 49
2024
Q2 		$784K Buy
28,028
+12,904
+85% +$355K 0.48% 47
2024
Q1 		$420K Buy
15,124
+5,339
+55% +$148K 0.28% 57
2023
Q4 		$282K Sell
9,785
-1,196
-11% -$36.2K 0.25% 55
2023
Q3 		$364K Sell
10,981
-4,328
-28% -$153K 0.26% 43
2023
Q2 		$549K Buy
+15,309
New +$596K 0.46% 34
2022
Q2 		$386K Buy
+7,364
New +$375K 0.66% 34

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Plan Group Financial's PFE Position: Q1 2026 in Review

Plan Group Financial increased its Pfizer (PFE) stake by 14% in Q1 2026, buying an estimated $361K and bringing the position to 113,348 shares worth $3.18M. The position accounts for 0.75% of the portfolio, ranked #43.

Plan Group Financial first reported a position in PFE in Q2 2022 and has held it in 13 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Plan Group Financial held 113,348 shares of Pfizer worth $3.18M as of Q1 2026.
  • Plan Group Financial bought 13,552 Pfizer shares in Q1 2026, an estimated $361K.
  • Pfizer made up 0.75% of Plan Group Financial's portfolio in Q1 2026, its #43 holding.
  • Plan Group Financial first reported a position in Pfizer in Q2 2022 and has held it in 13 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.