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Bay Harbor Wealth Management’s Pfizer PFE Stock Holding History

Bay Harbor 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 		$62.7K Buy
2,605
+2,024
+348% +$52.9K 0.01% 137
2026
Q1 		$16.3K Buy
581
+183
+46% +$4.87K ﹤0.01% 168
2025
Q4 		$9.91K Buy
398
+147
+59% +$3.71K ﹤0.01% 182
2025
Q3 		$6.39K Buy
251
+54
+27% +$1.33K ﹤0.01% 174
2025
Q2 		$4.78K Buy
197
+92
+88% +$2.15K ﹤0.01% 183
2025
Q1 		$2.66K Buy
+105
New +$2.75K ﹤0.01% 173
2021
Q4 		– Sell
-76
Closed -$3K – 194
2021
Q3 		$3K Sell
76
-718
-90% -$31.8K ﹤0.01% 175
2021
Q2 		$31K Sell
794
-973
-55% -$37.8K 0.01% 145
2021
Q1 		$64K Sell
1,767
-1,360
-43% -$48.3K 0.03% 121
2020
Q4 		$115K Sell
3,127
-2,764
-47% -$101K 0.05% 94
2020
Q3 		$205K Sell
5,891
-2,852
-33% -$100K 0.1% 73
2020
Q2 		$271K Sell
8,743
-1,615
-16% -$54.9K 0.14% 77
2020
Q1 		$321K Sell
10,358
-1,663
-14% -$56.7K 0.19% 57
2019
Q4 		$447K Buy
12,021
+2,856
+31% +$102K 0.24% 55
2019
Q3 		$312K Buy
9,165
+6,271
+217% +$228K 0.19% 70
2019
Q2 		$119K Buy
2,894
+1,757
+155% +$69.8K 0.07% 112
2019
Q1 		$46K Sell
1,137
-265
-19% -$10.6K 0.03% 166
2018
Q4 		$58K Buy
+1,402
New +$58.2K 0.05% 142

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's PFE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Pfizer (PFE) stake by 348% in Q2 2026, buying an estimated $52.9K and bringing the position to 2,605 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #137.

Bay Harbor Wealth Management first reported a position in PFE in Q4 2018 and has held it in 18 quarters since. The position peaked at $447K in Q4 2019. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bay Harbor Wealth Management held 2,605 shares of Pfizer worth $62.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2,024 Pfizer shares in Q2 2026, an estimated $52.9K.
  • Pfizer made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Bay Harbor Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 18 quarters since.
  • Bay Harbor Wealth Management's Pfizer position peaked at $447K in Q4 2019.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.