Bartlett & Co Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.5M | Buy |
103,650
+2,655
| +3% | +$69.5K | 0.03% | 197 |
|
|
2026
Q1 | $2.66M | Buy |
100,995
+2,325
| +2% | +$61.9K | 0.03% | 187 |
|
|
2025
Q4 | $2.46M | Sell |
98,670
-16,287
| -14% | -$411K | 0.03% | 187 |
|
|
2025
Q3 | $2.93M | Sell |
114,957
-8,708
| -7% | -$215K | 0.04% | 172 |
|
|
2025
Q2 | $3M | Sell |
123,665
-17,810
| -13% | -$415K | 0.04% | 165 |
|
|
2025
Q1 | $3.58M | Sell |
141,475
-10,240
| -7% | -$268K | 0.05% | 151 |
|
|
2024
Q4 | $4.03M | Sell |
151,715
-17,599
| -10% | -$477K | 0.06% | 148 |
|
|
2024
Q3 | $4.9M | Sell |
169,314
-9,031
| -5% | -$263K | 0.07% | 137 |
|
|
2024
Q2 | $4.99M | Sell |
178,345
-28,721
| -14% | -$791K | 0.08% | 136 |
|
|
2024
Q1 | $5.75M | Sell |
207,066
-34,162
| -14% | -$948K | 0.09% | 130 |
|
|
2023
Q4 | $6.94M | Sell |
241,228
-9,182
| -4% | -$278K | 0.11% | 120 |
|
|
2023
Q3 | $8.31M | Sell |
250,410
-25,659
| -9% | -$907K | 0.15% | 104 |
|
|
2023
Q2 | $10.1M | Buy |
276,069
+74,849
| +37% | +$2.91M | 0.18% | 93 |
|
|
2023
Q1 | $8.21M | Buy |
201,220
+23,105
| +13% | +$998K | 0.16% | 101 |
|
|
2022
Q4 | $9.13M | Sell |
178,115
-369
| -0.2% | -$17.7K | 0.18% | 99 |
|
|
2022
Q3 | $7.81M | Sell |
178,484
-1,985
| -1% | -$96.5K | 0.17% | 105 |
|
|
2022
Q2 | $9.46M | Sell |
180,469
-3,554
| -2% | -$181K | 0.19% | 95 |
|
|
2022
Q1 | $9.53M | Sell |
184,023
-3,414
| -2% | -$177K | 0.17% | 102 |
|
|
2021
Q4 | $11.1M | Sell |
187,437
-6,547
| -3% | -$324K | 0.19% | 96 |
|
|
2021
Q3 | $8.34M | Buy |
193,984
+19,444
| +11% | +$861K | 0.16% | 103 |
|
|
2021
Q2 | $6.83M | Sell |
174,540
-1,949
| -1% | -$75.8K | 0.13% | 117 |
|
|
2021
Q1 | $6.39M | Sell |
176,489
-854
| -0.5% | -$30.3K | 0.13% | 115 |
|
|
2020
Q4 | $6.53M | Sell |
177,343
-22,468
| -11% | -$824K | 0.14% | 113 |
|
|
2020
Q3 | $6.96M | Sell |
199,811
-4,247
| -2% | -$149K | 0.16% | 107 |
|
|
2020
Q2 | $6.33M | Sell |
204,058
-11,687
| -5% | -$397K | 0.17% | 109 |
|
|
2020
Q1 | $6.68M | Sell |
215,745
-3,719
| -2% | -$127K | 0.2% | 98 |
|
|
2019
Q4 | $8.16M | Sell |
219,464
-6,584
| -3% | -$235K | 0.2% | 100 |
|
|
2019
Q3 | $7.71M | Buy |
226,048
+71,082
| +46% | +$2.58M | 0.2% | 103 |
|
|
2019
Q2 | $6.37M | Sell |
154,966
-456
| -0.3% | -$18.1K | 0.24% | 80 |
|
|
2019
Q1 | $6.26M | Sell |
155,422
-2,066
| -1% | -$82.7K | 0.24% | 81 |
|
|
2018
Q4 | $6.52M | Sell |
157,488
-3,670
| -2% | -$152K | 0.28% | 74 |
|
|
2018
Q3 | $6.74M | Sell |
161,158
-963
| -0.6% | -$37.1K | 0.25% | 80 |
|
|
2018
Q2 | $5.58M | Sell |
162,121
-13,991
| -8% | -$478K | 0.23% | 81 |
|
|
2018
Q1 | $5.93M | Buy |
+176,112
| New | +$6.05M | 0.24% | 78 |
|
Other funds holding PFE
Bartlett & Co Wealth Management's PFE Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $69.5K and bringing the position to 103,650 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #197.
Bartlett & Co Wealth Management first reported a position in PFE in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.1M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Bartlett & Co Wealth Management held 103,650 shares of Pfizer worth $2.5M as of Q2 2026.
- Bartlett & Co Wealth Management bought 2,655 Pfizer shares in Q2 2026, an estimated $69.5K.
- Pfizer made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #197 holding.
- Bartlett & Co Wealth Management first reported a position in Pfizer in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Pfizer position peaked at $11.1M in Q4 2021.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.