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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 		$327K Hold
13,600
– – 0.22% 158
2026
Q1 		$382K Buy
13,600
+800
+6% +$21.3K 0.28% 120
2025
Q4 		$319K Buy
+12,800
New +$323K 0.24% 147
2025
Q2 		$286K Buy
11,800
+500
+4% +$11.7K 0.23% 171
2025
Q1 		$286K Hold
11,300
– – 0.27% 138
2024
Q4 		$300K Buy
+11,300
New +$307K 0.27% 137

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
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.