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Aspen Wealth Strategies’s Pfizer PFE Stock Holding History

Aspen Wealth Strategies’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 		$237K Sell
9,832
-429
-4% -$11.2K 0.11% 80
2026
Q1 		$288K Buy
10,261
+41
+0.4% +$1.09K 0.15% 76
2025
Q4 		$254K Buy
10,220
+100
+1% +$2.52K 0.14% 77
2025
Q3 		$258K Buy
10,120
+137
+1% +$3.38K 0.14% 79
2025
Q2 		$242K Buy
9,983
+841
+9% +$19.6K 0.15% 78
2025
Q1 		$232K Buy
9,142
+353
+4% +$9.24K 0.15% 78
2024
Q4 		$233K Sell
8,789
-1,418
-14% -$38.5K 0.15% 76
2024
Q3 		$295K Buy
10,207
+1,843
+22% +$53.8K 0.19% 68
2024
Q2 		$251K Buy
8,364
+287
+4% +$7.9K 0.17% 67
2024
Q1 		$224K Hold
8,077
– – 0.15% 74
2023
Q4 		$233K Buy
8,077
+91
+1% +$2.75K 0.17% 74
2023
Q3 		$265K Buy
7,986
+200
+3% +$7.07K 0.21% 59
2023
Q2 		$286K Sell
7,786
-5,233
-40% -$204K 0.22% 57
2023
Q1 		$531K Buy
13,019
+994
+8% +$42.9K 0.41% 31
2022
Q4 		$616K Buy
+12,025
New +$577K 0.49% 28

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

Aspen Wealth Strategies's PFE Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Pfizer (PFE) stake by 4.2% in Q2 2026, selling an estimated $11.2K and leaving 9,832 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #80.

Aspen Wealth Strategies first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $616K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aspen Wealth Strategies held 9,832 shares of Pfizer worth $237K as of Q2 2026.
  • Aspen Wealth Strategies sold 429 Pfizer shares in Q2 2026, an estimated $11.2K.
  • Pfizer made up 0.11% of Aspen Wealth Strategies's portfolio in Q2 2026, its #80 holding.
  • Aspen Wealth Strategies first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's Pfizer position peaked at $616K in Q4 2022.
  • 2,828 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.