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Atlantic Private Wealth’s Pfizer PFE Stock Holding History

Atlantic Private 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 		$25.1K Sell
1,042
-1
-0.1% -$26 0.02% 157
2026
Q1 		$29.3K Hold
1,043
– – 0.02% 157
2025
Q4 		$26K Buy
1,043
+41
+4% +$1.03K 0.02% 156
2025
Q3 		$25.5K Buy
1,002
+2
+0.2% +$49 0.02% 141
2025
Q2 		$24.2K Hold
1,000
– – 0.02% 145
2025
Q1 		$25.3K Hold
1,000
– – 0.02% 147
2024
Q4 		$26.5K Hold
1,000
– – 0.02% 126
2024
Q3 		$28.9K Buy
+1,000
New +$29.2K 0.02% 111

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 Private Wealth's PFE Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Pfizer (PFE) stake by 0.1% in Q2 2026, selling an estimated $26 and leaving 1,042 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #157.

Atlantic Private Wealth first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.3K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Atlantic Private Wealth held 1,042 shares of Pfizer worth $25.1K as of Q2 2026.
  • Atlantic Private Wealth sold 1 Pfizer share in Q2 2026, an estimated $26.
  • Pfizer made up 0.02% of Atlantic Private Wealth's portfolio in Q2 2026, its #157 holding.
  • Atlantic Private Wealth first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Private Wealth's Pfizer position peaked at $29.3K in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.