Retirement Planning Group (Kansas)’s Pfizer PFE Stock Holding History

Retirement Planning Group (Kansas)’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	$390K	Buy	13,906 +1,100	+9%	+$29.3K	0.01%	349
2025 Q4	$319K	Sell	12,806 -959	-7%	-$24.2K	0.01%	328
2025 Q3	$351K	Buy	+13,765	New	+$340K	0.01%	309
2025 Q2	–	Sell	-10,629	Closed	-$269K	–	314
2025 Q1	$269K	Sell	10,629 -1,794	-14%	-$46.9K	0.01%	261
2024 Q4	$330K	Buy	12,423 +208	+2%	+$5.64K	0.02%	226
2024 Q3	$354K	Buy	+12,215	New	+$356K	0.02%	205
2023 Q1	–	Sell	-4,200	Closed	-$215K	–	151
2022 Q4	$215K	Buy	+4,200	New	+$201K	0.02%	129
2022 Q3	–	Sell	-4,330	Closed	-$227K	–	135
2022 Q2	$227K	Sell	4,330 -434	-9%	-$22.1K	0.03%	103
2022 Q1	$247K	Buy	4,764 +557	+13%	+$28.9K	0.03%	95
2021 Q4	$248K	Buy	+4,207	New	+$208K	0.02%	95

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PFE Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Pfizer (PFE) stake by 8.6% in Q1 2026, buying an estimated $29.3K and bringing the position to 13,906 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #349.

Retirement Planning Group (Kansas) first reported a position in PFE in Q4 2021 and has held it in 10 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Retirement Planning Group (Kansas) held 13,906 shares of Pfizer worth $390K as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,100 Pfizer shares in Q1 2026, an estimated $29.3K.
Pfizer made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #349 holding.
Retirement Planning Group (Kansas) first reported a position in Pfizer in Q4 2021 and has held it in 10 quarters since.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.