AWM
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Abound Wealth Management’s Pfizer PFE Stock Holding History

Abound 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 		$28.5K Sell
1,183
-844
-42% -$22.1K 0.01% 317
2026
Q1 		$56.9K Buy
2,027
+761
+60% +$20.3K 0.01% 223
2025
Q4 		$31.5K Buy
1,266
+126
+11% +$3.18K 0.01% 292
2025
Q3 		$29K Buy
1,140
+23
+2% +$568 0.01% 289
2025
Q2 		$27.1K Buy
1,117
+9
+0.8% +$210 0.01% 282
2025
Q1 		$28.1K Sell
1,108
-183
-14% -$4.79K 0.01% 256
2024
Q4 		$34.2K Buy
1,291
+106
+9% +$2.88K 0.01% 216
2024
Q3 		$34.3K Buy
1,185
+16
+1% +$467 0.01% 221
2024
Q2 		$32.7K Buy
1,169
+6
+0.5% +$165 0.01% 201
2024
Q1 		$32.3K Sell
1,163
-29
-2% -$805 0.01% 191
2023
Q4 		$34.3K Buy
1,192
+54
+5% +$1.63K 0.01% 182
2023
Q3 		$37.8K Sell
1,138
-263
-19% -$9.3K 0.02% 158
2023
Q2 		$51.4K Sell
1,401
-83
-6% -$3.23K 0.02% 127
2023
Q1 		$60.6K Buy
1,484
+136
+10% +$5.87K 0.03% 110
2022
Q4 		$69.1K Sell
1,348
-212
-14% -$10.2K 0.03% 86
2022
Q3 		$68.2K Buy
+1,560
New +$75.8K 0.04% 88

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

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

Abound Wealth Management reduced its Pfizer (PFE) stake by 42% in Q2 2026, selling an estimated $22.1K and leaving 1,183 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #317.

Abound Wealth Management first reported a position in PFE in Q3 2022 and has held it in 16 quarters since. The position peaked at $69.1K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Abound Wealth Management held 1,183 shares of Pfizer worth $28.5K as of Q2 2026.
  • Abound Wealth Management sold 844 Pfizer shares in Q2 2026, an estimated $22.1K.
  • Pfizer made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Abound Wealth Management first reported a position in Pfizer in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Pfizer position peaked at $69.1K in Q4 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.