Axis Wealth Partners’s Pfizer PFE Stock Holding History

Axis Wealth Partners’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	–	Sell	-8,097	Closed	-$227K	–	196
2026 Q1	$227K	Sell	8,097 -2,269	-22%	-$60.4K	0.12%	161
2025 Q4	$258K	Buy	10,366 +257	+3%	+$6.48K	0.14%	144
2025 Q3	$258K	Sell	10,109 -1,444	-12%	-$35.6K	0.15%	142
2025 Q2	$280K	Sell	11,553 -523	-4%	-$12.2K	0.18%	120
2025 Q1	$306K	Buy	12,076 +1,152	+11%	+$30.1K	0.23%	106
2024 Q4	$290K	Buy	+10,924	New	+$296K	0.24%	106

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

Axis Wealth Partners's PFE Position: Q2 2026 in Review

Axis Wealth Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,097 shares — an estimated $227K sold.

Axis Wealth Partners first reported a position in PFE in Q4 2024 and held it in 6 quarters. The position peaked at $306K in Q1 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Axis Wealth Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Axis Wealth Partners sold 8,097 Pfizer shares in Q2 2026, an estimated $227K.
Axis Wealth Partners first reported a position in Pfizer in Q4 2024 and held it in 6 quarters.
Axis Wealth Partners's Pfizer position peaked at $306K in Q1 2025.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.