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Accel Wealth Management’s Pfizer PFE Stock Holding History

Accel 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 		$247K Sell
10,265
-61
-0.6% -$1.6K 0.06% 253
2026
Q1 		$290K Buy
10,326
+1,336
+15% +$35.6K 0.08% 219
2025
Q4 		$224K Buy
8,990
+733
+9% +$18.5K 0.06% 255
2025
Q3 		$210K Buy
+8,257
New +$204K 0.06% 263
2024
Q4 		– Sell
-8,148
Closed -$236K – 262
2024
Q3 		$236K Sell
8,148
-169
-2% -$4.93K 0.09% 212
2024
Q2 		$233K Buy
8,317
+932
+13% +$25.7K 0.09% 201
2024
Q1 		$205K Buy
+7,385
New +$205K 0.09% 213
2023
Q3 		– Sell
-5,931
Closed -$218K – 177
2023
Q2 		$218K Sell
5,931
-369
-6% -$14.4K 0.12% 154
2023
Q1 		$257K Sell
6,300
-239
-4% -$10.3K 0.11% 181
2022
Q4 		$335K Buy
6,539
+510
+8% +$24.5K 0.16% 111
2022
Q3 		$268K Buy
6,029
+35
+0.6% +$1.7K 0.14% 133
2022
Q2 		$310K Buy
5,994
+31
+0.5% +$1.58K 0.18% 107
2022
Q1 		$308K Buy
5,963
+258
+5% +$13.4K 0.16% 111
2021
Q4 		$337K Sell
5,705
-1,037
-15% -$51.4K 0.17% 107
2021
Q3 		$290K Sell
6,742
-61
-0.9% -$2.7K 0.19% 92
2021
Q2 		$266K Sell
6,803
-1,152
-14% -$44.8K 0.18% 113
2021
Q1 		$288K Sell
7,955
-129
-2% -$4.58K 0.23% 88
2020
Q4 		$298K Buy
+8,084
New +$297K 0.28% 75

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

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

Accel Wealth Management reduced its Pfizer (PFE) stake by 0.59% in Q2 2026, selling an estimated $1.6K and leaving 10,265 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #253.

Accel Wealth Management first reported a position in PFE in Q4 2020 and has held it in 18 quarters since. The position peaked at $337K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Accel Wealth Management held 10,265 shares of Pfizer worth $247K as of Q2 2026.
  • Accel Wealth Management sold 61 Pfizer shares in Q2 2026, an estimated $1.6K.
  • Pfizer made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Accel Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 18 quarters since.
  • Accel Wealth Management's Pfizer position peaked at $337K in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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