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WealthPlan Investment Management’s Pfizer PFE Stock Holding History

WealthPlan Investment 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 		$1.6M Sell
66,572
-322
-0.5% -$8.42K 0.08% 181
2026
Q1 		$1.88M Buy
66,894
+1,122
+2% +$29.9K 0.1% 162
2025
Q4 		$1.64M Sell
65,772
-864
-1% -$21.8K 0.1% 156
2025
Q3 		$1.7M Buy
66,636
+543
+0.8% +$13.4K 0.11% 139
2025
Q2 		$1.6M Buy
66,093
+225
+0.3% +$5.25K 0.12% 140
2025
Q1 		$1.67M Buy
65,868
+48
+0.1% +$1.26K 0.16% 110
2024
Q4 		$1.75M Sell
65,820
-9,316
-12% -$253K 0.17% 109
2024
Q3 		$2.17M Buy
75,136
+3,216
+4% +$93.8K 0.22% 98
2024
Q2 		$2.01M Buy
71,920
+9,332
+15% +$257K 0.3% 74
2024
Q1 		$1.74M Sell
62,588
-776
-1% -$21.5K 0.27% 77
2023
Q4 		$1.82M Sell
63,364
-2,445
-4% -$73.9K 0.29% 76
2023
Q3 		$2.18M Buy
65,809
+11,553
+21% +$409K 0.39% 67
2023
Q2 		$1.99M Sell
54,256
-10,553
-16% -$411K 0.59% 61
2023
Q1 		$2.64M Sell
64,809
-18,043
-22% -$779K 0.46% 63
2022
Q4 		$3.64M Buy
82,852
+3,347
+4% +$160K 0.25% 84
2022
Q3 		$3.99M Buy
+79,505
New +$3.86M 0.29% 79
2022
Q1 		$4.32M Buy
+88,047
New +$4.57M 0.3% 80

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

WealthPlan Investment Management's PFE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Pfizer (PFE) stake by 0.48% in Q2 2026, selling an estimated $8.42K and leaving 66,572 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #181.

WealthPlan Investment Management first reported a position in PFE in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.32M in Q1 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • WealthPlan Investment Management held 66,572 shares of Pfizer worth $1.6M as of Q2 2026.
  • WealthPlan Investment Management sold 322 Pfizer shares in Q2 2026, an estimated $8.42K.
  • Pfizer made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #181 holding.
  • WealthPlan Investment Management first reported a position in Pfizer in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Pfizer position peaked at $4.32M in Q1 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.