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Aegis Wealth Management (Maryland)’s Pfizer PFE Stock Holding History

Aegis Wealth Management (Maryland)’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 		$266K Buy
11,035
+1,279
+13% +$33.5K 0.13% 138
2026
Q1 		$274K Buy
9,756
+269
+3% +$7.16K 0.16% 103
2025
Q4 		$236K Sell
9,487
-2,382
-20% -$60.1K 0.13% 113
2025
Q3 		$302K Sell
11,869
-1,029
-8% -$25.4K 0.16% 94
2025
Q2 		$327K Hold
12,898
– – 0.2% 85
2025
Q1 		$327K Buy
12,898
+2
+0% +$52 0.19% 89
2024
Q4 		$342K Buy
+12,896
New +$350K 0.23% 73

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

Aegis Wealth Management (Maryland)'s PFE Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $33.5K and bringing the position to 11,035 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #138.

Aegis Wealth Management (Maryland) first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2024. 2,814 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 11,035 shares of Pfizer worth $266K as of Q2 2026.
  • Aegis Wealth Management (Maryland) bought 1,279 Pfizer shares in Q2 2026, an estimated $33.5K.
  • Pfizer made up 0.13% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #138 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Pfizer position peaked at $342K in Q4 2024.
  • 2,814 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.