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Atlantic Family Wealth’s Pfizer PFE Stock Holding History

Atlantic Family Wealth’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 		$325K Hold
13,486
– – 0.21% 38
2026
Q1 		$379K Buy
13,486
+250
+2% +$6.66K 0.27% 27
2025
Q4 		$330K Buy
13,236
+1,306
+11% +$32.9K 0.25% 31
2025
Q3 		$304K Buy
11,930
+1,125
+10% +$27.8K 0.23% 36
2025
Q2 		$262K Buy
+10,805
New +$252K 0.23% 34

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

Atlantic Family Wealth's PFE Position: Q2 2026 in Review

Atlantic Family Wealth held its Pfizer (PFE) position steady in Q2 2026 at 13,486 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #38.

Atlantic Family Wealth first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $379K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Atlantic Family Wealth held 13,486 shares of Pfizer worth $325K as of Q2 2026.
  • Atlantic Family Wealth left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.21% of Atlantic Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Atlantic Family Wealth first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Family Wealth's Pfizer position peaked at $379K in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.