Aries Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $704K | Sell |
29,237
-600
| -2% | -$15.7K | 0.14% | 120 |
|
|
2026
Q1 | $838K | Sell |
29,837
-600
| -2% | -$16K | 0.18% | 105 |
|
|
2025
Q4 | $758K | Sell |
30,437
-1,000
| -3% | -$25.2K | 0.17% | 115 |
|
|
2025
Q3 | $801K | Buy |
31,437
+1,000
| +3% | +$24.7K | 0.19% | 106 |
|
|
2025
Q2 | $738K | Buy |
30,437
+308
| +1% | +$7.18K | 0.19% | 107 |
|
|
2025
Q1 | $763K | Sell |
30,129
-3,090
| -9% | -$80.9K | 0.21% | 105 |
|
|
2024
Q4 | $881K | Hold |
33,219
| – | – | 0.24% | 94 |
|
|
2024
Q3 | $961K | Sell |
33,219
-2,496
| -7% | -$72.8K | 0.26% | 87 |
|
|
2024
Q2 | $999K | Sell |
35,715
-431
| -1% | -$11.9K | 0.31% | 76 |
|
|
2024
Q1 | $1M | Sell |
36,146
-175
| -0.5% | -$4.86K | 0.32% | 79 |
|
|
2023
Q4 | $1.05M | Sell |
36,321
-6,234
| -15% | -$188K | 0.37% | 73 |
|
|
2023
Q3 | $1.42M | Buy |
42,555
+1,696
| +4% | +$60K | 0.55% | 49 |
|
|
2023
Q2 | $1.5M | Buy |
40,859
+1,064
| +3% | +$41.4K | 0.58% | 51 |
|
|
2023
Q1 | $1.62M | Hold |
39,795
| – | – | 0.67% | 44 |
|
|
2022
Q4 | $2.04M | Sell |
39,795
-6
| -0% | -$288 | 0.88% | 30 |
|
|
2022
Q3 | $1.85M | Buy |
39,801
+62
| +0.2% | +$3.01K | 0.82% | 37 |
|
|
2022
Q2 | $2.08M | Buy |
+39,739
| New | +$2.03M | 0.95% | 28 |
|
|
2022
Q1 | – | Sell |
-39,739
| Closed | -$2.35M | – | 179 |
|
|
2021
Q4 | $2.35M | Hold |
39,739
| – | – | 0.89% | 32 |
|
|
2021
Q3 | $1.71M | Hold |
39,739
| – | – | 0.72% | 37 |
|
|
2021
Q2 | $1.56M | Buy |
39,739
+153
| +0.4% | +$5.95K | 0.67% | 40 |
|
|
2021
Q1 | $1.47M | Sell |
39,586
-925
| -2% | -$32.8K | 0.66% | 40 |
|
|
2020
Q4 | $1.5M | Sell |
40,511
-2,177
| -5% | -$79.9K | 0.75% | 38 |
|
|
2020
Q3 | $1.49M | Buy |
42,688
+1,639
| +4% | +$57.5K | 0.84% | 35 |
|
|
2020
Q2 | $1.27M | Buy |
41,049
+712
| +2% | +$24.2K | 0.78% | 38 |
|
|
2020
Q1 | $1.26M | Hold |
40,337
| – | – | 0.96% | 30 |
|
|
2019
Q4 | $1.49M | Hold |
40,337
| – | – | 0.91% | 32 |
|
|
2019
Q3 | $1.38M | Sell |
40,337
-2,740
| -6% | -$99.6K | 0.92% | 31 |
|
|
2019
Q2 | $1.79M | Hold |
43,077
| – | – | 1.25% | 22 |
|
|
2019
Q1 | $1.74M | Buy |
43,077
+10,755
| +33% | +$431K | 1.3% | 23 |
|
|
2018
Q4 | $1.34M | Hold |
32,322
| – | – | 1.42% | 20 |
|
|
2018
Q3 | $1.35M | Hold |
32,322
| – | – | 1.21% | 26 |
|
|
2018
Q2 | $1.22M | Sell |
32,322
-162
| -0.5% | -$5.54K | 1.13% | 28 |
|
|
2018
Q1 | $1.11M | Hold |
32,484
| – | – | 1.07% | 31 |
|
|
2017
Q4 | $1.14M | Buy |
+32,484
| New | +$1.11M | 1.05% | 29 |
|
Other funds holding PFE
Aries Wealth Management's PFE Position: Q2 2026 in Review
Aries Wealth Management reduced its Pfizer (PFE) stake by 2% in Q2 2026, selling an estimated $15.7K and leaving 29,237 shares worth $704K. The position accounts for 0.14% of the portfolio, ranked #120.
Aries Wealth Management first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.35M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Aries Wealth Management held 29,237 shares of Pfizer worth $704K as of Q2 2026.
- Aries Wealth Management sold 600 Pfizer shares in Q2 2026, an estimated $15.7K.
- Pfizer made up 0.14% of Aries Wealth Management's portfolio in Q2 2026, its #120 holding.
- Aries Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's Pfizer position peaked at $2.35M in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.