Baldwin Wealth Partners’s Pfizer PFE Stock Holding History

Baldwin 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	$568K	Sell	23,579 -54	-0.2%	-$1.41K	0.04%	138
2026 Q1	$664K	Sell	23,633 -5,238	-18%	-$139K	0.05%	127
2025 Q4	$719K	Hold	28,871	–	–	0.05%	131
2025 Q3	$736K	Hold	28,871	–	–	0.05%	128
2025 Q2	$700K	Sell	28,871 -292	-1%	-$6.81K	0.05%	123
2025 Q1	$739K	Sell	29,163 -3,012	-9%	-$78.8K	0.05%	117
2024 Q4	$854K	Sell	32,175 -6,502	-17%	-$176K	0.06%	109
2024 Q3	$1.12M	Buy	38,677 +2,483	+7%	+$72.4K	0.08%	120
2024 Q2	$1.01M	Sell	36,194 -19,071	-35%	-$525K	0.08%	104
2024 Q1	$1.53M	Sell	55,265 -1,994	-3%	-$55.3K	0.12%	92
2023 Q4	$1.65M	Sell	57,259 -1,899	-3%	-$57.4K	0.13%	85
2023 Q3	$1.96M	Sell	59,158 -17,200	-23%	-$608K	0.17%	85
2023 Q2	$2.8M	Buy	76,358 +182	+0.2%	+$7.08K	0.23%	80
2023 Q1	$3.11M	Sell	76,176 -44	-0.1%	-$1.9K	0.27%	75
2022 Q4	$3.91M	Buy	76,220 +29,308	+62%	+$1.41M	0.35%	71
2022 Q3	$2.05M	Sell	46,912 -140	-0.3%	-$6.8K	0.28%	52
2022 Q2	$2.47M	Sell	47,052 -5,500	-10%	-$280K	0.32%	48
2022 Q1	$2.72M	Buy	52,552 +15,800	+43%	+$820K	0.29%	51
2021 Q4	$2.17M	Buy	36,752 +220	+0.6%	+$10.9K	0.22%	57
2021 Q3	$1.57M	Sell	36,532 -319	-0.9%	-$14.1K	0.17%	61
2021 Q2	$1.44M	Sell	36,851 -114	-0.3%	-$4.43K	0.16%	68
2021 Q1	$1.34M	Sell	36,965 -3,250	-8%	-$115K	0.16%	68
2020 Q4	$1.48M	Sell	40,215 -2,172	-5%	-$79.7K	0.19%	64
2020 Q3	$1.48M	Hold	42,387	–	–	0.2%	67
2020 Q2	$1.31M	Hold	42,387	–	–	0.19%	69
2020 Q1	$1.31M	Sell	42,387 -1,795	-4%	-$61.2K	0.23%	64
2019 Q4	$1.64M	Buy	44,182 +686	+2%	+$24.4K	0.23%	67
2019 Q3	$1.48M	Sell	43,496 -246	-0.6%	-$8.95K	0.22%	67
2019 Q2	$1.8M	Buy	43,742 +8,066	+23%	+$320K	0.27%	66
2019 Q1	$1.44M	Buy	35,676 +7,676	+27%	+$307K	0.21%	73
2018 Q4	$1.16M	Buy	28,000 +211	+0.8%	+$8.76K	0.19%	75
2018 Q3	$1.16M	Sell	27,789 -1,080	-4%	-$41.6K	0.16%	81
2018 Q2	$994K	Sell	28,869 -264	-0.9%	-$9.02K	0.15%	91
2018 Q1	$981K	Sell	29,133 -1,153	-4%	-$39.6K	0.16%	87
2017 Q4	$1.04M	Sell	30,286 -779	-3%	-$26.6K	0.16%	89
2017 Q3	$1.05M	Sell	31,065 -3,443	-10%	-$111K	0.17%	88
2017 Q2	$1.1M	Hold	34,508	–	–	0.18%	82
2017 Q1	$1.12M	Sell	34,508 -71	-0.2%	-$2.24K	0.18%	83
2016 Q4	$1.07M	Sell	34,579 -8,361	-19%	-$255K	0.19%	75
2016 Q3	$1.38M	Sell	42,940 -4,190	-9%	-$140K	0.25%	66
2016 Q2	$1.57M	Buy	47,130 +1,617	+4%	+$51.6K	0.32%	51
2016 Q1	$1.28M	Sell	45,513 -488	-1%	-$13.9K	0.23%	92
2015 Q4	$1.41M	Sell	46,001 -3,015	-6%	-$94.8K	0.23%	93
2015 Q3	$1.46M	Hold	49,016	–	–	0.25%	90
2015 Q2	$1.56M	Buy	49,016 +658	+1%	+$21.4K	0.23%	94
2015 Q1	$1.6M	Hold	48,358	–	–	0.24%	95
2014 Q4	$1.43M	Sell	48,358 -2,582	-5%	-$74K	0.21%	110
2014 Q3	$1.43M	Buy	50,940 +34,543	+211%	+$969K	0.2%	100
2014 Q2	$462K	Sell	16,397 -211	-1%	-$6.01K	0.07%	174
2014 Q1	$506K	Sell	16,608 -290	-2%	-$8.65K	0.08%	166
2013 Q4	$491K	Sell	16,898 -1,643	-9%	-$47.8K	0.08%	168
2013 Q3	$505K	Sell	18,541 -1,755	-9%	-$47.8K	0.09%	162
2013 Q2	$539K	Buy	+20,296	New	+$561K	0.11%	143

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Pfizer (PFE) stake by 0.23% in Q2 2026, selling an estimated $1.41K and leaving 23,579 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #138.

Baldwin Wealth Partners first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.91M in Q4 2022. 1,292 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Baldwin Wealth Partners held 23,579 shares of Pfizer worth $568K as of Q2 2026.
Baldwin Wealth Partners sold 54 Pfizer shares in Q2 2026, an estimated $1.41K.
Pfizer made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #138 holding.
Baldwin Wealth Partners first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Pfizer position peaked at $3.91M in Q4 2022.
1,292 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.