AW
PFE icon

Avion Wealth’s Pfizer PFE Stock Holding History

Avion 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 		$41K Sell
1,719
-14
-0.8% -$366 0.01% 270
2026
Q1 		$48K Buy
1,733
+184
+12% +$4.9K 0.01% 212
2025
Q4 		$38K Sell
1,549
-130
-8% -$3.28K 0.01% 243
2025
Q3 		$42K Buy
1,679
+53
+3% +$1.31K 0.01% 235
2025
Q2 		$39K Sell
1,626
-151
-8% -$3.52K 0.01% 227
2025
Q1 		$47K Hold
1,777
– – 0.01% 195
2024
Q4 		$47K Sell
1,777
-81
-4% -$2.2K 0.01% 195
2024
Q3 		$53K Sell
1,858
-339
-15% -$9.89K 0.01% 166
2024
Q2 		$61K Buy
2,197
+1,223
+126% +$33.7K 0.02% 148
2024
Q1 		$28K Sell
974
-798
-45% -$22.1K 0.01% 198
2023
Q4 		$51K Sell
1,772
-221
-11% -$6.68K 0.01% 154
2023
Q3 		$65K Buy
1,993
+144
+8% +$5.09K 0.02% 133
2023
Q2 		$66K Buy
1,849
+206
+13% +$8.02K 0.02% 141
2023
Q1 		$84K Buy
1,643
+857
+109% +$37K 0.02% 112
2022
Q4 		$34K Hold
786
– – 0.01% 175
2022
Q3 		$34K Sell
786
-10
-1% -$486 0.01% 177
2022
Q2 		$42K Buy
796
+56
+8% +$2.85K 0.01% 153
2022
Q1 		$38K Buy
740
+100
+16% +$5.19K 0.01% 146
2021
Q4 		$38K Sell
640
-100
-14% -$4.96K 0.01% 143
2021
Q3 		$32K Buy
740
+100
+16% +$4.43K 0.01% 156
2021
Q2 		$25K Sell
640
-627
-49% -$24.4K 0.01% 163
2021
Q1 		$46K Sell
1,267
-100
-7% -$3.55K 0.02% 123
2020
Q4 		$50K Sell
1,367
-348
-20% -$12.8K 0.02% 123
2020
Q3 		$60K Buy
1,715
+106
+7% +$3.72K 0.02% 84
2020
Q2 		$50K Hold
1,609
– – 0.02% 92
2020
Q1 		$50K Buy
+1,609
New +$54.8K 0.02% 84

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

Avion Wealth's PFE Position: Q2 2026 in Review

Avion Wealth reduced its Pfizer (PFE) stake by 0.81% in Q2 2026, selling an estimated $366 and leaving 1,719 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #270.

Avion Wealth first reported a position in PFE in Q1 2020 and has held it in 26 quarters since. The position peaked at $84K in Q1 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Avion Wealth held 1,719 shares of Pfizer worth $41K as of Q2 2026.
  • Avion Wealth sold 14 Pfizer shares in Q2 2026, an estimated $366.
  • Pfizer made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #270 holding.
  • Avion Wealth first reported a position in Pfizer in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Pfizer position peaked at $84K in Q1 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.