Plancorp LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.69M | Sell |
69,231
-1,563
| -2% | -$40.9K | 0.04% | 148 |
|
|
2026
Q1 | $1.91M | Sell |
70,794
-11,781
| -14% | -$314K | 0.05% | 116 |
|
|
2025
Q4 | $2.06M | Sell |
82,575
-19,191
| -19% | -$484K | 0.06% | 105 |
|
|
2025
Q3 | $2.59M | Buy |
101,766
+365
| +0.4% | +$9.01K | 0.08% | 95 |
|
|
2025
Q2 | $2.46M | Sell |
101,401
-3,954
| -4% | -$92.2K | 0.09% | 98 |
|
|
2025
Q1 | $2.67M | Buy |
105,355
+7,374
| +8% | +$193K | 0.11% | 83 |
|
|
2024
Q4 | $2.6M | Buy |
97,981
+2,968
| +3% | +$80.5K | 0.11% | 71 |
|
|
2024
Q3 | $2.75M | Buy |
95,013
+2,314
| +2% | +$67.5K | 0.11% | 65 |
|
|
2024
Q2 | $2.59M | Sell |
92,699
-101
| -0.1% | -$2.78K | 0.11% | 66 |
|
|
2024
Q1 | $2.58M | Buy |
92,800
+1,559
| +2% | +$43.3K | 0.11% | 68 |
|
|
2023
Q4 | $2.63M | Sell |
91,241
-1,499
| -2% | -$45.3K | 0.13% | 63 |
|
|
2023
Q3 | $3.08M | Buy |
92,740
+1,629
| +2% | +$57.6K | 0.16% | 50 |
|
|
2023
Q2 | $3.34M | Sell |
91,111
-66,553
| -42% | -$2.59M | 0.18% | 45 |
|
|
2023
Q1 | $6.43M | Sell |
157,664
-682
| -0.4% | -$29.5K | 0.36% | 31 |
|
|
2022
Q4 | $8.11M | Buy |
158,346
+2,001
| +1% | +$95.9K | 0.48% | 25 |
|
|
2022
Q3 | $6.84M | Buy |
156,345
+120,205
| +333% | +$5.84M | 0.46% | 25 |
|
|
2022
Q2 | $1.9M | Buy |
36,140
+2,676
| +8% | +$136K | 0.12% | 67 |
|
|
2022
Q1 | $1.73M | Sell |
33,464
-638
| -2% | -$33.1K | 0.11% | 71 |
|
|
2021
Q4 | $2.01M | Buy |
34,102
+1,192
| +4% | +$59.1K | 0.13% | 67 |
|
|
2021
Q3 | $1.42M | Sell |
32,910
-33
| -0.1% | -$1.46K | 0.1% | 72 |
|
|
2021
Q2 | $1.29M | Buy |
32,943
+1,021
| +3% | +$39.7K | 0.1% | 73 |
|
|
2021
Q1 | $1.16M | Sell |
31,922
-1,703
| -5% | -$60.5K | 0.25% | 68 |
|
|
2020
Q4 | $1.24M | Buy |
33,625
+6,332
| +23% | +$232K | 0.31% | 58 |
|
|
2020
Q3 | $950K | Sell |
27,293
-5,032
| -16% | -$176K | 0.29% | 62 |
|
|
2020
Q2 | $1M | Sell |
32,325
-986
| -3% | -$33.5K | 0.3% | 60 |
|
|
2020
Q1 | $1.03M | Buy |
33,311
+954
| +3% | +$32.5K | 0.4% | 49 |
|
|
2019
Q4 | $1.2M | Buy |
32,357
+2,051
| +7% | +$73.1K | 0.37% | 54 |
|
|
2019
Q3 | $1.03M | Buy |
30,306
+9,939
| +49% | +$361K | 0.39% | 47 |
|
|
2019
Q2 | $837K | Sell |
20,367
-18,503
| -48% | -$735K | 0.33% | 61 |
|
|
2019
Q1 | $1.57M | Buy |
38,870
+2,290
| +6% | +$91.7K | 0.59% | 40 |
|
|
2018
Q4 | $1.51M | Buy |
36,580
+258
| +0.7% | +$10.7K | 0.69% | 34 |
|
|
2018
Q3 | $1.52M | Buy |
36,322
+377
| +1% | +$14.5K | 0.6% | 38 |
|
|
2018
Q2 | $1.24M | Buy |
35,945
+65
| +0.2% | +$2.22K | 0.49% | 44 |
|
|
2018
Q1 | $1.21M | Sell |
35,880
-244
| -0.7% | -$8.39K | 0.39% | 44 |
|
|
2017
Q4 | $1.24M | Buy |
36,124
+2,067
| +6% | +$70.5K | 0.4% | 46 |
|
|
2017
Q3 | $1.15M | Sell |
34,057
-28,862
| -46% | -$928K | 0.34% | 46 |
|
|
2017
Q2 | $2M | Sell |
62,919
-348
| -0.6% | -$11K | 0.6% | 31 |
|
|
2017
Q1 | $2.05M | Sell |
63,267
-66
| -0.1% | -$2.08K | 0.6% | 30 |
|
|
2016
Q4 | $1.95M | Buy |
63,333
+27,922
| +79% | +$852K | 0.56% | 28 |
|
|
2016
Q3 | $1.14M | Buy |
35,411
+19,091
| +117% | +$638K | 0.72% | 36 |
|
|
2016
Q2 | $545K | Buy |
+16,320
| New | +$521K | 0.48% | 33 |
|
|
2016
Q1 | – | Sell |
-16,320
| Closed | -$500K | – | 72 |
|
|
2015
Q4 | $500K | Hold |
16,320
| – | – | 0.6% | 43 |
|
|
2015
Q3 | $486K | Buy |
+16,320
| New | +$523K | 0.44% | 50 |
|
|
2015
Q2 | – | Sell |
-17,432
| Closed | -$575K | – | 100 |
|
|
2015
Q1 | $575K | Buy |
+17,432
| New | +$554K | 0.57% | 44 |
|
|
2014
Q4 | – | Sell |
-8,792
| Closed | -$246K | – | 95 |
|
|
2014
Q3 | $246K | Buy |
+8,792
| New | +$247K | 0.26% | 81 |
|
|
2014
Q2 | – | Sell |
-12,343
| Closed | -$375K | – | 102 |
|
|
2014
Q1 | $375K | Buy |
12,343
+926
| +8% | +$27.6K | 0.25% | 72 |
|
|
2013
Q4 | $331K | Buy |
+11,417
| New | +$332K | 0.29% | 65 |
|
Other funds holding PFE
Plancorp LLC's PFE Position: Q2 2026 in Review
Plancorp LLC reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $40.9K and leaving 69,231 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #148.
Plancorp LLC first reported a position in PFE in Q4 2013 and has held it in 47 quarters since. The position peaked at $8.11M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Plancorp LLC held 69,231 shares of Pfizer worth $1.69M as of Q2 2026.
- Plancorp LLC sold 1,563 Pfizer shares in Q2 2026, an estimated $40.9K.
- Pfizer made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #148 holding.
- Plancorp LLC first reported a position in Pfizer in Q4 2013 and has held it in 47 quarters since.
- Plancorp LLC's Pfizer position peaked at $8.11M in Q4 2022.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.