Successful Portfolios’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Sell |
11,757
-948
| -7% | -$24.8K | 0.13% | 149 |
|
|
2026
Q1 | $354K | Sell |
12,705
-847
| -6% | -$22.6K | 0.2% | 106 |
|
|
2025
Q4 | $345K | Buy |
13,552
+312
| +2% | +$7.87K | 0.18% | 118 |
|
|
2025
Q3 | $337K | Sell |
13,240
-505
| -4% | -$12.5K | 0.2% | 107 |
|
|
2025
Q2 | $333K | Buy |
13,745
+10
| +0.1% | +$233 | 0.2% | 101 |
|
|
2025
Q1 | $348K | Sell |
13,735
-45
| -0.3% | -$1.18K | 0.24% | 88 |
|
|
2024
Q4 | $366K | Sell |
13,780
-363
| -3% | -$9.85K | 0.24% | 82 |
|
|
2024
Q3 | $409K | Sell |
14,143
-387
| -3% | -$11.3K | 0.28% | 79 |
|
|
2024
Q2 | $407K | Sell |
14,530
-658
| -4% | -$18.1K | 0.28% | 74 |
|
|
2024
Q1 | $421K | Sell |
15,188
-372
| -2% | -$10.3K | 0.29% | 79 |
|
|
2023
Q4 | $448K | Buy |
15,560
+3,267
| +27% | +$98.8K | 0.33% | 69 |
|
|
2023
Q3 | $408K | Buy |
12,293
+6
| +0% | +$212 | 0.36% | 66 |
|
|
2023
Q2 | $451K | Sell |
12,287
-1,585
| -11% | -$61.7K | 0.39% | 60 |
|
|
2023
Q1 | $566K | Sell |
13,872
-546
| -4% | -$23.6K | 0.36% | 65 |
|
|
2022
Q4 | $739K | Buy |
14,418
+4
| +0% | +$192 | 0.48% | 55 |
|
|
2022
Q3 | $631K | Buy |
14,414
+4
| +0% | +$194 | 0.46% | 54 |
|
|
2022
Q2 | $756K | Sell |
14,410
-334
| -2% | -$17K | 0.51% | 50 |
|
|
2022
Q1 | $763K | Buy |
14,744
+60
| +0.4% | +$3.11K | 0.43% | 51 |
|
|
2021
Q4 | $867K | Buy |
14,684
+158
| +1% | +$7.83K | 0.47% | 52 |
|
|
2021
Q3 | $625K | Buy |
14,526
+2,109
| +17% | +$93.4K | 0.37% | 66 |
|
|
2021
Q2 | $486K | Buy |
12,417
+69
| +0.6% | +$2.68K | 0.29% | 91 |
|
|
2021
Q1 | $447K | Buy |
12,348
+35
| +0.3% | +$1.24K | 0.29% | 96 |
|
|
2020
Q4 | $453K | Sell |
12,313
-547
| -4% | -$20.1K | 0.33% | 82 |
|
|
2020
Q3 | $448K | Buy |
12,860
+559
| +5% | +$19.6K | 0.36% | 80 |
|
|
2020
Q2 | $382K | Buy |
12,301
+506
| +4% | +$17.2K | 0.34% | 87 |
|
|
2020
Q1 | $365K | Buy |
11,795
+577
| +5% | +$19.7K | 0.37% | 79 |
|
|
2019
Q4 | $417K | Buy |
11,218
+460
| +4% | +$16.4K | 0.37% | 74 |
|
|
2019
Q3 | $367K | Buy |
10,758
+1,312
| +14% | +$47.7K | 0.34% | 81 |
|
|
2019
Q2 | $388K | Sell |
9,446
-462
| -5% | -$18.3K | 0.42% | 75 |
|
|
2019
Q1 | $399K | Sell |
9,908
-467
| -5% | -$18.7K | 0.44% | 69 |
|
|
2018
Q4 | $430K | Sell |
10,375
-6
| -0.1% | -$249 | 0.55% | 56 |
|
|
2018
Q3 | $434K | Sell |
10,381
-193
| -2% | -$7.43K | 0.47% | 63 |
|
|
2018
Q2 | $364K | Sell |
10,574
-99
| -0.9% | -$3.38K | 0.43% | 77 |
|
|
2018
Q1 | $359K | Buy |
10,673
+593
| +6% | +$20.4K | 0.44% | 75 |
|
|
2017
Q4 | $346K | Buy |
+10,080
| New | +$344K | 0.43% | 78 |
|
Other funds holding PFE
Successful Portfolios's PFE Position: Q2 2026 in Review
Successful Portfolios reduced its Pfizer (PFE) stake by 7.5% in Q2 2026, selling an estimated $24.8K and leaving 11,757 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #149.
Successful Portfolios first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $867K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Successful Portfolios held 11,757 shares of Pfizer worth $285K as of Q2 2026.
- Successful Portfolios sold 948 Pfizer shares in Q2 2026, an estimated $24.8K.
- Pfizer made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #149 holding.
- Successful Portfolios first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's Pfizer position peaked at $867K in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.