Spartan Planning & Wealth Management’s Pfizer PFE Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-12,804	Closed	-$360K	–	86
2026 Q1	$360K	Buy	12,804 +1,292	+11%	+$34.4K	0.27%	48
2025 Q4	$287K	Buy	+11,512	New	+$290K	0.21%	64
2023 Q4	$605	Hold	21	–	–	﹤0.01%	176
2023 Q3	$697	Buy	+21	New	+$743	﹤0.01%	117
2022 Q4	$167K	Buy	+3,263	New	+$156K	0.21%	67
2022 Q3	–	Sell	-4,506	Closed	-$236K	–	110
2022 Q2	$236K	Buy	4,506 +2,206	+96%	+$112K	0.32%	27
2022 Q1	$119K	Buy	+2,300	New	+$119K	0.15%	65

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spartan Planning & Wealth Management's PFE Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 12,804 shares — an estimated $360K sold.

Spartan Planning & Wealth Management first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $360K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 12,804 Pfizer shares in Q2 2026, an estimated $360K.
Spartan Planning & Wealth Management first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Pfizer position peaked at $360K in Q1 2026.
2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.