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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
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

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

Baker Tilly Wealth Management's PFE Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Pfizer (PFE) stake by 9.7% in Q2 2026, selling an estimated $26.9K and leaving 9,590 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #259.

Baker Tilly Wealth Management first reported a position in PFE in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.5M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Baker Tilly Wealth Management held 9,590 shares of Pfizer worth $231K as of Q2 2026.
  • Baker Tilly Wealth Management sold 1,030 Pfizer shares in Q2 2026, an estimated $26.9K.
  • Pfizer made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Baker Tilly Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Pfizer position peaked at $5.5M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.