Basepoint Wealth’s Pfizer PFE Stock Holding History

Basepoint Wealth’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	$260K	Buy	10,811 +1,404	+15%	+$36.7K	0.15%	88
2026 Q1	$264K	Buy	9,407 +106	+1%	+$2.82K	0.15%	87
2025 Q4	$232K	Buy	9,301 +147	+2%	+$3.71K	0.14%	88
2025 Q3	$233K	Buy	9,154 +208	+2%	+$5.13K	0.17%	93
2025 Q2	$217K	Buy	+8,946	New	+$209K	0.17%	95
2024 Q4	–	Sell	-7,803	Closed	-$226K	–	114
2024 Q3	$226K	Sell	7,803 -45	-0.6%	-$1.31K	0.17%	97
2024 Q2	$220K	Buy	7,848 +85	+1%	+$2.34K	0.17%	101
2024 Q1	$215K	Buy	7,763 +596	+8%	+$16.5K	0.16%	108
2023 Q4	$206K	Buy	+7,167	New	+$217K	0.17%	97
2022 Q2	–	Sell	-5,641	Closed	-$292K	–	88
2022 Q1	$292K	Sell	5,641 -26,930	-83%	-$1.4M	0.27%	65
2021 Q4	$1.92M	Buy	+32,571	New	+$1.61M	1.88%	10

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 $3.37T AUM 44.26% 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

Basepoint Wealth's PFE Position: Q2 2026 in Review

Basepoint Wealth increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $36.7K and bringing the position to 10,811 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #88.

Basepoint Wealth first reported a position in PFE in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.92M in Q4 2021. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Basepoint Wealth held 10,811 shares of Pfizer worth $260K as of Q2 2026.
Basepoint Wealth bought 1,404 Pfizer shares in Q2 2026, an estimated $36.7K.
Pfizer made up 0.15% of Basepoint Wealth's portfolio in Q2 2026, its #88 holding.
Basepoint Wealth first reported a position in Pfizer in Q4 2021 and has held it in 11 quarters since.
Basepoint Wealth's Pfizer position peaked at $1.92M in Q4 2021.
2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.