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Adams Wealth Management’s Pfizer PFE Stock Holding History

Adams 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 		$282K Buy
11,690
+1,546
+15% +$40.4K 0.05% 136
2026
Q1 		$285K Buy
10,144
+875
+9% +$23.3K 0.06% 130
2025
Q4 		$231K Sell
9,269
-140
-1% -$3.53K 0.05% 159
2025
Q3 		$240K Sell
9,409
-1,818
-16% -$44.9K 0.05% 160
2025
Q2 		$272K Sell
11,227
-14,175
-56% -$331K 0.05% 141
2025
Q1 		$644K Buy
25,402
+2,426
+11% +$63.5K 0.13% 92
2024
Q4 		$610K Buy
22,976
+4,191
+22% +$114K 0.12% 86
2024
Q3 		$544K Sell
18,785
-1,882
-9% -$54.9K 0.12% 85
2024
Q2 		$578K Sell
20,667
-5,227
-20% -$144K 0.13% 74
2024
Q1 		$719K Buy
25,894
+341
+1% +$9.46K 0.18% 73
2023
Q4 		$736K Buy
25,553
+2,218
+10% +$67K 0.22% 70
2023
Q3 		$774K Buy
23,335
+2,116
+10% +$74.8K 0.26% 62
2023
Q2 		$778K Buy
21,219
+1,185
+6% +$46.1K 0.24% 67
2023
Q1 		$817K Buy
20,034
+2,970
+17% +$128K 0.26% 69
2022
Q4 		$874K Buy
17,064
+1,548
+10% +$74.2K 0.31% 41
2022
Q3 		$679K Sell
15,516
-1,296
-8% -$63K 0.25% 43
2022
Q2 		$881K Sell
16,812
-409
-2% -$20.8K 0.33% 24
2022
Q1 		$892K Sell
17,221
-822
-5% -$42.6K 0.29% 27
2021
Q4 		$1.06M Sell
18,043
-1,883
-9% -$93.3K 0.31% 23
2021
Q3 		$857K Sell
19,926
-3,394
-15% -$150K 0.32% 29
2021
Q2 		$913K Sell
23,320
-549
-2% -$21.3K 0.39% 29
2021
Q1 		$865K Buy
23,869
+2,249
+10% +$79.9K 0.4% 33
2020
Q4 		$796K Sell
21,620
-2,203
-9% -$80.8K 0.5% 30
2020
Q3 		$829K Sell
23,823
-980
-4% -$34.4K 0.65% 21
2020
Q2 		$769K Sell
24,803
-5,276
-18% -$179K 0.79% 25
2020
Q1 		$931K Sell
30,079
-1,698
-5% -$57.9K 1.17% 15
2019
Q4 		$1.18M Buy
+31,777
New +$1.13M 1% 29

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

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

Adams Wealth Management increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $40.4K and bringing the position to 11,690 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #136.

Adams Wealth Management first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2019. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Adams Wealth Management held 11,690 shares of Pfizer worth $282K as of Q2 2026.
  • Adams Wealth Management bought 1,546 Pfizer shares in Q2 2026, an estimated $40.4K.
  • Pfizer made up 0.05% of Adams Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Adams Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Pfizer position peaked at $1.18M in Q4 2019.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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