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Badgley Phelps Wealth Managers’s Pfizer PFE Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.35M Sell
56,083
-1,089
-2% -$28.5K 0.02% 185
2026
Q1 		$1.61M Sell
57,172
-637
-1% -$17K 0.03% 176
2025
Q4 		$1.44M Sell
57,809
-281
-0.5% -$7.09K 0.03% 175
2025
Q3 		$1.48M Sell
58,090
-1,344
-2% -$33.2K 0.03% 163
2025
Q2 		$1.44M Sell
59,434
-521
-0.9% -$12.2K 0.03% 163
2025
Q1 		$1.52M Sell
59,955
-8,320
-12% -$218K 0.04% 159
2024
Q4 		$1.81M Sell
68,275
-323,590
-83% -$8.78M 0.04% 151
2024
Q3 		$11.3M Buy
391,865
+7,741
+2% +$226K 0.26% 99
2024
Q2 		$10.7M Buy
384,124
+19,871
+5% +$547K 0.27% 97
2024
Q1 		$10.1M Buy
364,253
+29,480
+9% +$818K 0.25% 102
2023
Q4 		$9.64M Sell
334,773
-47,069
-12% -$1.42M 0.26% 99
2023
Q3 		$12.7M Buy
381,842
+7,832
+2% +$277K 0.43% 74
2023
Q2 		$13.7M Buy
374,010
+2,864
+0.8% +$111K 0.45% 72
2023
Q1 		$15.1M Buy
371,146
+5,918
+2% +$256K 0.56% 65
2022
Q4 		$18.7M Buy
365,228
+8,802
+2% +$422K 0.75% 42
2022
Q3 		$15.6M Buy
356,426
+8,611
+2% +$418K 0.67% 52
2022
Q2 		$18.2M Buy
347,815
+1,828
+0.5% +$93.2K 0.75% 44
2022
Q1 		$17.9M Buy
345,987
+8,025
+2% +$416K 0.62% 53
2021
Q4 		$20M Buy
337,962
+11,467
+4% +$568K 0.65% 53
2021
Q3 		$14M Buy
+326,495
New +$14.5M 0.51% 67

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

Badgley Phelps Wealth Managers's PFE Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $28.5K and leaving 56,083 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #185.

Badgley Phelps Wealth Managers first reported a position in PFE in Q3 2021 and has held it in 20 quarters since. The position peaked at $20M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Badgley Phelps Wealth Managers held 56,083 shares of Pfizer worth $1.35M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,089 Pfizer shares in Q2 2026, an estimated $28.5K.
  • Pfizer made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #185 holding.
  • Badgley Phelps Wealth Managers first reported a position in Pfizer in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Pfizer position peaked at $20M in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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