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Axxcess Wealth Management’s Pfizer PFE Stock Holding History

Axxcess 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 		$4.88M Buy
202,855
+9,902
+5% +$259K 0.08% 233
2026
Q1 		$5.42M Sell
192,953
-17,222
-8% -$459K 0.17% 108
2025
Q4 		$5.23M Buy
210,175
+6,661
+3% +$168K 0.09% 203
2025
Q3 		$5.19M Buy
203,514
+43,296
+27% +$1.07M 0.11% 154
2025
Q2 		$3.88M Sell
160,218
-2,808
-2% -$65.5K 0.09% 176
2025
Q1 		$4.13M Sell
163,026
-31,881
-16% -$834K 0.11% 155
2024
Q4 		$5.17M Buy
194,907
+1,696
+0.9% +$46K 0.12% 139
2024
Q3 		$5.59M Sell
193,211
-26,738
-12% -$780K 0.14% 126
2024
Q2 		$6.15M Sell
219,949
-8,171
-4% -$225K 0.16% 110
2024
Q1 		$6.33M Buy
228,120
+10,384
+5% +$288K 0.17% 106
2023
Q4 		$6.27M Buy
217,736
+36,311
+20% +$1.1M 0.18% 109
2023
Q3 		$6.02M Buy
181,425
+116,243
+178% +$4.11M 0.21% 98
2023
Q2 		$2.39M Sell
65,182
-54,100
-45% -$2.11M 0.17% 111
2023
Q1 		$4.87M Sell
119,282
-537
-0.4% -$23.2K 0.37% 64
2022
Q4 		$6.14M Buy
119,819
+51,734
+76% +$2.48M 0.51% 44
2022
Q3 		$2.98M Buy
68,085
+528
+0.8% +$25.7K 0.28% 78
2022
Q2 		$3.54M Buy
67,557
+9,854
+17% +$502K 0.33% 70
2022
Q1 		$2.99M Sell
57,703
-5,725
-9% -$297K 0.23% 86
2021
Q4 		$3.75M Buy
+63,428
New +$3.14M 0.27% 72

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

Axxcess Wealth Management's PFE Position: Q2 2026 in Review

Axxcess Wealth Management increased its Pfizer (PFE) stake by 5.1% in Q2 2026, buying an estimated $259K and bringing the position to 202,855 shares worth $4.88M. The position accounts for 0.08% of the portfolio, ranked #233.

Axxcess Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.33M in Q1 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Axxcess Wealth Management held 202,855 shares of Pfizer worth $4.88M as of Q2 2026.
  • Axxcess Wealth Management bought 9,902 Pfizer shares in Q2 2026, an estimated $259K.
  • Pfizer made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Axxcess Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Pfizer position peaked at $6.33M in Q1 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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