Baltimore-Washington Financial Advisors’s Pfizer PFE Stock Holding History

Baltimore-Washington Financial Advisors’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	$202K	Sell	8,401 -788	-9%	-$20.6K	0.01%	205
2026 Q1	$258K	Sell	9,189 -1,337	-13%	-$35.6K	0.01%	164
2025 Q4	$262K	Buy	+10,526	New	+$265K	0.01%	164
2025 Q3	–	Sell	-15,190	Closed	-$368K	–	184
2025 Q2	$368K	Buy	+15,190	New	+$354K	0.02%	129
2023 Q2	–	Sell	-5,729	Closed	-$234K	–	151
2023 Q1	$234K	Sell	5,729 -15	-0.3%	-$648	0.02%	133
2022 Q4	$294K	Sell	5,744 -12	-0.2%	-$575	0.03%	116
2022 Q3	$251K	Buy	5,756 +614	+12%	+$29.8K	0.02%	138
2022 Q2	$269K	Buy	+5,142	New	+$262K	0.03%	111
2022 Q1	–	Sell	-4,921	Closed	-$290K	–	152
2021 Q4	$290K	Buy	+4,921	New	+$244K	0.02%	115
2017 Q2	–	Sell	-6,780	Closed	-$220K	–	71
2017 Q1	$220K	Buy	+6,780	New	+$214K	0.06%	70
2015 Q4	–	Sell	-3,638	Closed	-$108K	–	208
2015 Q3	$108K	Buy	3,638 +14	+0.4%	+$449	0.03%	107
2015 Q2	$115K	Hold	3,624	–	–	0.03%	106
2015 Q1	$120K	Hold	3,624	–	–	0.03%	107
2014 Q4	$107K	Buy	3,624 +831	+30%	+$23.8K	0.03%	114
2014 Q3	$78K	Hold	2,793	–	–	0.03%	122
2014 Q2	$79K	Buy	2,793 +580	+26%	+$16.5K	0.02%	136
2014 Q1	$67K	Sell	2,213 -95	-4%	-$2.83K	0.02%	124
2013 Q4	$67K	Buy	2,308 +95	+4%	+$2.77K	0.02%	146
2013 Q3	$60K	Hold	2,213	–	–	0.02%	111
2013 Q2	$59K	Buy	+2,213	New	+$61.1K	0.03%	101

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PFE Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Pfizer (PFE) stake by 8.6% in Q2 2026, selling an estimated $20.6K and leaving 8,401 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #205.

Baltimore-Washington Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 20 quarters since. The position peaked at $368K in Q2 2025. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Baltimore-Washington Financial Advisors held 8,401 shares of Pfizer worth $202K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 788 Pfizer shares in Q2 2026, an estimated $20.6K.
Pfizer made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #205 holding.
Baltimore-Washington Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 20 quarters since.
Baltimore-Washington Financial Advisors's Pfizer position peaked at $368K in Q2 2025.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.