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Planning Directions’s Pfizer PFE Stock Holding History

Planning Directions’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
2025
Q2 		– Sell
-96,107
Closed -$2.44M – 103
2025
Q1 		$2.44M Buy
+96,107
New +$2.51M 1.04% 23
2023
Q3 		– Sell
-13,671
Closed -$501K – 67
2023
Q2 		$501K Buy
13,671
+1,029
+8% +$40.1K 0.36% 39
2023
Q1 		$516K Sell
12,642
-669
-5% -$28.9K 0.38% 39
2022
Q4 		$682K Buy
13,311
+85
+0.6% +$4.08K 0.52% 32
2022
Q3 		$579K Buy
13,226
+93
+0.7% +$4.52K 0.47% 33
2022
Q2 		$689K Buy
13,133
+82
+0.6% +$4.18K 0.53% 31
2022
Q1 		$676K Buy
13,051
+92
+0.7% +$4.77K 0.47% 31
2021
Q4 		$765K Buy
12,959
+78
+0.6% +$3.87K 0.51% 32
2021
Q3 		$554K Buy
12,881
+90
+0.7% +$3.99K 0.4% 38
2021
Q2 		$501K Buy
12,791
+279
+2% +$10.8K 0.37% 42
2021
Q1 		$453K Buy
12,512
+119
+1% +$4.22K 0.36% 42
2020
Q4 		$456K Sell
12,393
-336
-3% -$12.3K 0.37% 39
2020
Q3 		$443K Buy
+12,729
New +$446K 0.39% 37
2020
Q2 		– Sell
-37,079
Closed -$1.15M – 90
2020
Q1 		$1.15M Buy
+37,079
New +$1.26M 1.61% 16
2019
Q3 		– Sell
-10,489
Closed -$431K – 57
2019
Q2 		$431K Buy
10,489
+914
+10% +$36.3K 0.44% 37
2019
Q1 		$386K Buy
9,575
+272
+3% +$10.9K 0.46% 38
2018
Q4 		$385K Buy
9,303
+55
+0.6% +$2.28K 0.48% 36
2018
Q3 		$387K Buy
9,248
+59
+0.6% +$2.27K 0.36% 36
2018
Q2 		$316K Buy
9,189
+621
+7% +$21.2K 0.31% 41
2018
Q1 		$289K Buy
+8,568
New +$295K 0.28% 45

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Planning Directions's PFE Position: Q2 2025 in Review

Planning Directions sold out of Pfizer (PFE) in Q2 2025, closing a stake of 96,107 shares — an estimated $2.44M sold.

Planning Directions first reported a position in PFE in Q1 2018 and held it in 20 quarters. The position peaked at $2.44M in Q1 2025. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Planning Directions reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 96,107 Pfizer shares in Q2 2025, an estimated $2.44M.
  • Planning Directions first reported a position in Pfizer in Q1 2018 and held it in 20 quarters.
  • Planning Directions's Pfizer position peaked at $2.44M in Q1 2025.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.