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Ball & Co Wealth Management’s Pfizer PFE Stock Holding History

Ball & Co 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 		$4K Buy
194
+3
+2% +$78 ﹤0.01% 60
2026
Q1 		$5K Buy
191
+3
+2% +$80 ﹤0.01% 63
2025
Q4 		$4K Buy
188
+3
+2% +$76 ﹤0.01% 63
2025
Q3 		$4K Buy
185
+4
+2% +$99 ﹤0.01% 70
2025
Q2 		$4K Buy
181
+3
+2% +$70 ﹤0.01% 55
2025
Q1 		$4K Buy
178
+3
+2% +$79 ﹤0.01% 52
2024
Q4 		$4K Buy
+175
New +$4.75K ﹤0.01% 55

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 $3.38T AUM 44.17% 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

Ball & Co Wealth Management's PFE Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $78 and bringing the position to 194 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Ball & Co Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5K in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Ball & Co Wealth Management held 194 shares of Pfizer worth $4K as of Q2 2026.
  • Ball & Co Wealth Management bought 3 Pfizer shares in Q2 2026, an estimated $78.
  • Pfizer made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Ball & Co Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Ball & Co Wealth Management's Pfizer position peaked at $5K in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.