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Baker Tilly Wealth Management’s Pfizer PFE Stock Holding History

Baker Tilly 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
Q3 		$369K Buy
12,951
+3,361
+35% +$89.4K 0.07% 199
2026
Q2 		$231K Sell
9,590
-1,030
-10% -$26.9K 0.05% 259
2026
Q1 		$298K Sell
10,620
-758
-7% -$20.2K 0.07% 211
2025
Q4 		$283K Buy
11,378
+1,449
+15% +$36.5K 0.07% 229
2025
Q3 		$253K Buy
+9,929
New +$245K 0.06% 240
2024
Q2 		– Sell
-20,681
Closed -$574K – 379
2024
Q1 		$574K Sell
20,681
-5,078
-20% -$141K 0.1% 221
2023
Q4 		$742K Sell
25,759
-47,968
-65% -$1.45M 0.12% 181
2023
Q3 		$2.45M Sell
73,727
-25,379
-26% -$897K 0.4% 54
2023
Q2 		$3.64M Buy
99,106
+5,973
+6% +$232K 0.38% 62
2023
Q1 		$3.8M Sell
93,133
-7,437
-7% -$321K 0.43% 52
2022
Q4 		$5.15M Buy
100,570
+3,930
+4% +$188K 0.63% 32
2022
Q3 		$4.23M Buy
96,640
+1,419
+1% +$69K 0.58% 33
2022
Q2 		$4.99M Buy
95,221
+5,348
+6% +$273K 0.65% 32
2022
Q1 		$4.65M Sell
89,873
-3,212
-3% -$167K 0.52% 40
2021
Q4 		$5.5M Buy
93,085
+4,593
+5% +$228K 0.59% 34
2021
Q3 		$3.81M Buy
88,492
+15,806
+22% +$700K 0.5% 40
2021
Q2 		$2.85M Buy
72,686
+7,336
+11% +$285K 0.46% 45
2021
Q1 		$2.37M Buy
65,350
+27,308
+72% +$970K 0.49% 43
2020
Q4 		$1.4M Buy
+38,042
New +$1.4M 0.43% 53

Other funds holding PFE

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Baker Tilly Wealth Management's PFE Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Pfizer (PFE) stake by 35% in Q3 2026, buying an estimated $89.4K and bringing the position to 12,951 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #199.

Baker Tilly Wealth Management first reported a position in PFE in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.5M in Q4 2021. 331 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Baker Tilly Wealth Management held 12,951 shares of Pfizer worth $369K as of Q3 2026.
  • Baker Tilly Wealth Management bought 3,361 Pfizer shares in Q3 2026, an estimated $89.4K.
  • Pfizer made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Baker Tilly Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's Pfizer position peaked at $5.5M in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.