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

Total Wealth Planning & 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	$1.19M	Sell	49,290 -3,290	-6%	-$86.1K	0.8%	28
2026 Q1	$1.48M	Buy	52,580 +1,650	+3%	+$43.9K	1.09%	15
2025 Q4	$1.27M	Buy	+50,930	New	+$1.28M	0.94%	20
2025 Q2	$922K	Buy	38,048 +10,189	+37%	+$238K	0.75%	32
2025 Q1	$706K	Buy	27,859 +2,716	+11%	+$71.1K	0.67%	40
2024 Q4	$667K	Buy	+25,143	New	+$682K	0.61%	42

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

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

Total Wealth Planning & Management reduced its Pfizer (PFE) stake by 6.3% in Q2 2026, selling an estimated $86.1K and leaving 49,290 shares worth $1.19M. The position accounts for 0.8% of the portfolio, ranked #28.

Total Wealth Planning & Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Total Wealth Planning & Management held 49,290 shares of Pfizer worth $1.19M as of Q2 2026.
Total Wealth Planning & Management sold 3,290 Pfizer shares in Q2 2026, an estimated $86.1K.
Pfizer made up 0.8% of Total Wealth Planning & Management's portfolio in Q2 2026, its #28 holding.
Total Wealth Planning & Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Pfizer position peaked at $1.48M in Q1 2026.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.