Back to PFE

Keystone Financial Planning, Inc. → PFE

Keystone Financial Planning, Inc. PFE Position History

Pfizer Inc. • Healthcare

Quarters held
4
Latest value
$6.8M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.1M
Q1 2026$6.9M
Q2 2026$5.8M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M239.9K——
Q2 2026$5.8M242.1K——
Q1 2026$6.9M246.4K——
Q4 2025$6.1M246.4K——

Other funds holding PFE

Other Keystone Financial Planning, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$207.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$204.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$198.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$165.6M
CVX

CHEVRON CORPORATION

$16.6M
MSFT

MICROSOFT CORP

$14.1M
USB-PS

US BANCORP

$13.7M
CVX

CHEVRON CORPORATION

$13.6M