Barnes Wealth Management Group’s Pfizer PFE Stock Holding History

Barnes Wealth Management Group’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	$371K	Buy	15,391 +795	+5%	+$20.8K	0.17%	124
2026 Q1	$410K	Buy	14,596 +1,786	+14%	+$47.5K	0.21%	109
2025 Q4	$319K	Sell	12,810 -3,320	-21%	-$83.7K	0.17%	118
2025 Q3	$411K	Sell	16,130 -21	-0.1%	-$518	0.23%	97
2025 Q2	$392K	Buy	16,151 +33	+0.2%	+$770	0.23%	95
2025 Q1	$408K	Buy	16,118 +1,828	+13%	+$47.8K	0.26%	90
2024 Q4	$379K	Buy	+14,290	New	+$388K	0.25%	88

Other funds holding PFE

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

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

CWP

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Barnes Wealth Management Group's PFE Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Pfizer (PFE) stake by 5.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 15,391 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #124.

Barnes Wealth Management Group first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Barnes Wealth Management Group held 15,391 shares of Pfizer worth $371K as of Q2 2026.
Barnes Wealth Management Group bought 795 Pfizer shares in Q2 2026, an estimated $20.8K.
Pfizer made up 0.17% of Barnes Wealth Management Group's portfolio in Q2 2026, its #124 holding.
Barnes Wealth Management Group first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Pfizer position peaked at $411K in Q3 2025.
1,005 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.