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AE Wealth Management’s Pfizer PFE Stock Holding History

AE 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
2018
Q3 		– Sell
-422
Closed -$1K – 623
2018
Q2 		$1K Hold
422
– – ﹤0.01% 452
2018
Q1 		$1K Buy
+422
New +$14.5K ﹤0.01% 451

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

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

AE Wealth Management increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $5.69M and bringing the position to 1,883,141 shares worth $45.3M. The position accounts for 0.21% of the portfolio, ranked #107.

AE Wealth Management first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $52.3M in Q2 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • AE Wealth Management held 1,883,141 shares of Pfizer worth $45.3M as of Q2 2026.
  • AE Wealth Management bought 217,460 Pfizer shares in Q2 2026, an estimated $5.69M.
  • Pfizer made up 0.21% of AE Wealth Management's portfolio in Q2 2026, its #107 holding.
  • AE Wealth Management first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Pfizer position peaked at $52.3M in Q2 2023.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.