AWM
PFE icon

Accurate Wealth Management’s Pfizer PFE Stock Holding History

Accurate 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 		$1.44M Buy
59,520
+5,175
+10% +$135K 0.14% 168
2026
Q1 		$1.46M Buy
54,345
+9,597
+21% +$256K 0.18% 131
2025
Q4 		$1.14M Buy
44,748
+3,437
+8% +$86.7K 0.14% 160
2025
Q3 		$1.01M Sell
41,311
-1,222
-3% -$30.2K 0.13% 162
2025
Q2 		$1.1M Buy
42,533
+4,724
+12% +$110K 0.17% 136
2025
Q1 		$828K Buy
37,809
+2,073
+6% +$54.2K 0.16% 136
2024
Q4 		$955K Buy
35,736
+5,360
+18% +$145K 0.18% 128
2024
Q3 		$894K Sell
30,376
-1,566
-5% -$45.7K 0.18% 125
2024
Q2 		$929K Sell
31,942
-93
-0.3% -$2.56K 0.22% 96
2024
Q1 		$833K Buy
32,035
+2,428
+8% +$67.4K 0.24% 93
2023
Q4 		$841K Sell
29,607
-5,789
-16% -$175K 0.26% 90
2023
Q3 		$1.16M Buy
35,396
+2,467
+7% +$87.2K 0.36% 69
2023
Q2 		$1.2M Buy
32,929
+1,536
+5% +$59.8K 0.37% 63
2023
Q1 		$1.31M Buy
31,393
+8,543
+37% +$369K 0.45% 61
2022
Q4 		$1.09M Buy
22,850
+4,479
+24% +$215K 0.4% 56
2022
Q3 		$1.02M Buy
18,371
+3,233
+21% +$157K 0.43% 54
2022
Q2 		$804K Buy
15,138
+323
+2% +$16.5K 0.44% 48
2022
Q1 		$767K Buy
14,815
+3,978
+37% +$206K 0.34% 64
2021
Q4 		$734K Buy
10,837
+359
+3% +$17.8K 0.6% 44
2021
Q3 		$611K Sell
10,478
-2,896
-22% -$128K 0.53% 50
2021
Q2 		$524K Buy
+13,374
New +$520K 0.46% 52

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Accurate Wealth Management increased its Pfizer (PFE) stake by 9.5% in Q2 2026, buying an estimated $135K and bringing the position to 59,520 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #168.

Accurate Wealth Management first reported a position in PFE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Accurate Wealth Management held 59,520 shares of Pfizer worth $1.44M as of Q2 2026.
  • Accurate Wealth Management bought 5,175 Pfizer shares in Q2 2026, an estimated $135K.
  • Pfizer made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Accurate Wealth Management first reported a position in Pfizer in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Pfizer position peaked at $1.46M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.