Able Wealth Management’s Pfizer PFE Stock Holding History

Able Wealth 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	$499K	Buy	22,091 +562	+3%	+$14.7K	0.11%	81
2026 Q1	$565K	Sell	21,529 -551	-2%	-$14.7K	0.15%	76
2025 Q4	$502K	Buy	22,080 +969	+5%	+$24.4K	0.16%	71
2025 Q3	$538K	Sell	21,111 -17	-0.1%	-$420	0.2%	67
2025 Q2	$512K	Buy	21,128 +413	+2%	+$9.63K	0.26%	63
2025 Q1	$525K	Sell	20,715 -7,925	-28%	-$207K	0.31%	59
2024 Q4	$760K	Buy	28,640 +224	+0.8%	+$6.08K	0.5%	47
2024 Q3	$822K	Buy	28,416 +182	+0.6%	+$5.31K	0.62%	39
2024 Q2	$790K	Sell	28,234 -248	-0.9%	-$6.83K	0.65%	35
2024 Q1	$790K	Sell	28,482 -3,789	-12%	-$105K	0.69%	33
2023 Q4	$929K	Buy	+32,271	New	+$976K	0.84%	25

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

Able Wealth Management's PFE Position: Q2 2026 in Review

Able Wealth Management increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 22,091 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #81.

Able Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q4 2023. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Able Wealth Management held 22,091 shares of Pfizer worth $499K as of Q2 2026.
Able Wealth Management bought 562 Pfizer shares in Q2 2026, an estimated $14.7K.
Pfizer made up 0.11% of Able Wealth Management's portfolio in Q2 2026, its #81 holding.
Able Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's Pfizer position peaked at $929K in Q4 2023.
2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.