Atlantic Edge Private Wealth Management’s Pfizer PFE Stock Holding History

Atlantic Edge Private 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	$16.7K	Hold	692	–	–	﹤0.01%	367
2026 Q1	$19.4K	Hold	692	–	–	﹤0.01%	322
2025 Q4	$17.2K	Buy	692 +150	+28%	+$3.78K	﹤0.01%	326
2025 Q3	$13.8K	Buy	542 +50	+10%	+$1.23K	﹤0.01%	341
2025 Q2	$11.9K	Sell	492 -125	-20%	-$2.92K	﹤0.01%	348
2025 Q1	$15.6K	Hold	617	–	–	﹤0.01%	310
2024 Q4	$16.4K	Buy	617 +123	+25%	+$3.34K	0.01%	294
2024 Q3	$14.3K	Hold	494	–	–	﹤0.01%	300
2024 Q2	$13.8K	Buy	494 +2	+0.4%	+$55	﹤0.01%	288
2024 Q1	$13.7K	Sell	492 -26,839	-98%	-$745K	﹤0.01%	289
2023 Q4	$787K	Buy	+27,331	New	+$826K	0.32%	73

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PFE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 692 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Atlantic Edge Private Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $787K in Q4 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Atlantic Edge Private Wealth Management held 692 shares of Pfizer worth $16.7K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #367 holding.
Atlantic Edge Private Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Pfizer position peaked at $787K in Q4 2023.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.