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Allen Mooney & Barnes Investment Advisors’s Pfizer PFE Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$543K Sell
22,543
-3,385
-13% -$88.5K 0.08% 93
2026
Q1 		$728K Buy
25,928
+115
+0.4% +$3.06K 0.1% 83
2025
Q4 		$643K Sell
25,813
-63
-0.2% -$1.59K 0.1% 86
2025
Q3 		$659K Sell
25,876
-244
-0.9% -$6.02K 0.1% 86
2025
Q2 		$633K Sell
26,120
-125
-0.5% -$2.92K 0.1% 89
2025
Q1 		$665K Buy
26,245
+394
+2% +$10.3K 0.11% 86
2024
Q4 		$686K Buy
25,851
+3,256
+14% +$88.3K 0.12% 86
2024
Q3 		$654K Sell
22,595
-731
-3% -$21.3K 0.11% 88
2024
Q2 		$653K Buy
23,326
+15,322
+191% +$422K 0.12% 88
2024
Q1 		$211K Sell
8,004
-20,749
-72% -$576K 0.04% 153
2023
Q4 		$828K Sell
28,753
-5,137
-15% -$155K 0.16% 75
2023
Q3 		$1.12M Buy
33,890
+1,388
+4% +$49.1K 0.24% 62
2023
Q2 		$1.19M Buy
32,502
+885
+3% +$34.4K 0.26% 60
2023
Q1 		$1.29M Sell
31,617
-193,993
-86% -$8.38M 0.31% 59
2022
Q4 		$11.6M Buy
225,610
+4,033
+2% +$193K 2.78% 5
2022
Q3 		$9.7M Buy
221,577
+7,171
+3% +$348K 2.59% 10
2022
Q2 		$11.2M Buy
214,406
+7,720
+4% +$393K 2.88% 6
2022
Q1 		$10.7M Buy
+206,686
New +$10.7M 2.37% 11

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

Allen Mooney & Barnes Investment Advisors's PFE Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $88.5K and leaving 22,543 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #93.

Allen Mooney & Barnes Investment Advisors first reported a position in PFE in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.6M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 22,543 shares of Pfizer worth $543K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3,385 Pfizer shares in Q2 2026, an estimated $88.5K.
  • Pfizer made up 0.08% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Pfizer in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Pfizer position peaked at $11.6M in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.