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Retirement Planning Company of New England’s Pfizer PFE Stock Holding History

Retirement Planning Company of New England’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 		$675K Sell
28,045
-28
-0.1% -$732 0.24% 114
2026
Q1 		$788K Sell
28,073
-259
-0.9% -$6.89K 0.32% 95
2025
Q4 		$705K Sell
28,332
-402
-1% -$10.1K 0.28% 97
2025
Q3 		$732K Buy
28,734
+998
+4% +$24.6K 0.29% 93
2025
Q2 		$672K Buy
27,736
+2,106
+8% +$49.1K 0.3% 96
2025
Q1 		$649K Buy
25,630
+935
+4% +$24.5K 0.32% 95
2024
Q4 		$655K Buy
24,695
+779
+3% +$21.1K 0.32% 93
2024
Q3 		$692K Sell
23,916
-395
-2% -$11.5K 0.34% 88
2024
Q2 		$680K Sell
24,311
-10
-0% -$275 0.37% 80
2024
Q1 		$675K Sell
24,321
-10,198
-30% -$283K 0.37% 85
2023
Q4 		$994K Buy
34,519
+1,034
+3% +$31.3K 0.45% 67
2023
Q3 		$1.11M Buy
33,485
+9,942
+42% +$352K 0.62% 48
2023
Q2 		$864K Buy
23,543
+603
+3% +$23.5K 0.5% 63
2023
Q1 		$936K Sell
22,940
-302
-1% -$13K 0.57% 55
2022
Q4 		$1.19M Buy
23,242
+571
+3% +$27.4K 0.78% 34
2022
Q3 		$992K Buy
22,671
+256
+1% +$12.4K 0.72% 37
2022
Q2 		$1.18M Sell
22,415
-33
-0.1% -$1.68K 0.8% 32
2022
Q1 		$1.16M Buy
22,448
+40
+0.2% +$2.08K 0.66% 40
2021
Q4 		$1.32M Buy
+22,408
New +$1.11M 0.64% 34

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's PFE Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Pfizer (PFE) stake by 0.1% in Q2 2026, selling an estimated $732 and leaving 28,045 shares worth $675K. The position accounts for 0.24% of the portfolio, ranked #114.

Retirement Planning Company of New England first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q4 2021. 1,940 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Retirement Planning Company of New England held 28,045 shares of Pfizer worth $675K as of Q2 2026.
  • Retirement Planning Company of New England sold 28 Pfizer shares in Q2 2026, an estimated $732.
  • Pfizer made up 0.24% of Retirement Planning Company of New England's portfolio in Q2 2026, its #114 holding.
  • Retirement Planning Company of New England first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Pfizer position peaked at $1.32M in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.