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Strategic Planning Inc’s Pfizer PFE Stock Holding History

Strategic Planning Inc’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
Q3 		– Sell
-131,973
Closed -$3.2M – 59
2025
Q2 		$3.2M Sell
131,973
-1,372
-1% -$32K 1.92% 20
2025
Q1 		$3.38M Buy
+133,345
New +$3.49M 1.91% 22

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Morgan Stanley
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Northern Trust
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Strategic Planning Inc's PFE Position: Q3 2025 in Review

Strategic Planning Inc sold out of Pfizer (PFE) in Q3 2025, closing a stake of 131,973 shares — an estimated $3.2M sold.

Strategic Planning Inc first reported a position in PFE in Q1 2025 and held it in 2 quarters. The position peaked at $3.38M in Q1 2025. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Strategic Planning Inc reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 131,973 Pfizer shares in Q3 2025, an estimated $3.2M.
  • Strategic Planning Inc first reported a position in Pfizer in Q1 2025 and held it in 2 quarters.
  • Strategic Planning Inc's Pfizer position peaked at $3.38M in Q1 2025.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Strategic Planning Inc's 13F filing for Q3 2025, filed 20 Oct 2025.