Allen Wealth Management’s Pfizer PFE Stock Holding History

Allen 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	$541K	Sell	22,464 -6,576	-23%	-$172K	0.26%	40
2026 Q1	$815K	Sell	29,040 -2,262	-7%	-$60.2K	0.41%	36
2025 Q4	$779K	Sell	31,302 -4,353	-12%	-$110K	0.47%	37
2025 Q3	$908K	Sell	35,655 -55,731	-61%	-$1.38M	0.62%	31
2025 Q2	$2.22M	Sell	91,386 -1,130	-1%	-$26.4K	1.55%	12
2025 Q1	$2.34M	Buy	92,516 +5,280	+6%	+$138K	1.61%	10
2024 Q4	$2.31M	Sell	87,236 -11,703	-12%	-$317K	1.66%	11
2024 Q3	$2.86M	Buy	98,939 +14,487	+17%	+$423K	1.99%	9
2024 Q2	$2.36M	Sell	84,452 -1,676	-2%	-$46.1K	2.1%	10
2024 Q1	$2.39M	Buy	86,128 +8,879	+11%	+$246K	2.11%	9
2023 Q4	$2.22M	Buy	+77,249	New	+$2.34M	2.18%	11

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Allen Wealth Management reduced its Pfizer (PFE) stake by 23% in Q2 2026, selling an estimated $172K and leaving 22,464 shares worth $541K. The position accounts for 0.26% of the portfolio, ranked #40.

Allen Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q3 2024. 1,265 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Allen Wealth Management held 22,464 shares of Pfizer worth $541K as of Q2 2026.
Allen Wealth Management sold 6,576 Pfizer shares in Q2 2026, an estimated $172K.
Pfizer made up 0.26% of Allen Wealth Management's portfolio in Q2 2026, its #40 holding.
Allen Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Pfizer position peaked at $2.86M in Q3 2024.
1,265 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.