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BCS Wealth Management’s Pfizer PFE Stock Holding History

BCS 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 		$626K Sell
26,000
-670
-3% -$17.5K 0.11% 154
2026
Q1 		$749K Sell
26,670
-26,670
-50% -$710K 0.15% 123
2025
Q4 		$1.33M Buy
53,340
+26,670
+100% +$673K 0.13% 132
2025
Q3 		$680K Sell
26,670
-22,439
-46% -$554K 0.15% 123
2025
Q2 		$1.19M Buy
49,109
+4,329
+10% +$101K 0.26% 80
2025
Q1 		$1.14M Sell
44,780
-935
-2% -$24.5K 0.29% 76
2024
Q4 		$1.21M Buy
+45,715
New +$1.24M 0.3% 73
2024
Q2 		– Sell
-39,494
Closed -$1.1M – 199
2024
Q1 		$1.1M Buy
39,494
+13,241
+50% +$367K 0.35% 64
2023
Q4 		$756K Sell
26,253
-155
-0.6% -$4.69K 0.28% 85
2023
Q3 		$876K Buy
+26,408
New +$934K 0.36% 68
2023
Q2 		– Sell
-12,095
Closed -$493K – 147
2023
Q1 		$493K Sell
12,095
-14,856
-55% -$642K 0.22% 87
2022
Q4 		$1.38M Buy
26,951
+8
+0% +$384 0.58% 46
2022
Q3 		$1.18M Buy
26,943
+564
+2% +$27.4K 0.55% 50
2022
Q2 		$1.38M Buy
26,379
+452
+2% +$23K 0.61% 39
2022
Q1 		$1.34M Sell
25,927
-2,084
-7% -$108K 0.56% 44
2021
Q4 		$1.65M Buy
28,011
+1,931
+7% +$95.7K 0.59% 40
2021
Q3 		$1.12M Buy
26,080
+1,047
+4% +$46.4K 0.48% 50
2021
Q2 		$980K Buy
25,033
+201
+0.8% +$7.82K 0.52% 45
2021
Q1 		$900K Buy
24,832
+572
+2% +$20.3K 0.43% 50
2020
Q4 		$893K Sell
24,260
-1,533
-6% -$56.2K 0.46% 47
2020
Q3 		$898K Sell
25,793
-8,300
-24% -$291K 0.51% 44
2020
Q2 		$1.06M Buy
34,093
+260
+0.8% +$8.83K 0.63% 31
2020
Q1 		$1.05M Buy
+33,833
New +$1.15M 0.73% 30

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

BCS Wealth Management's PFE Position: Q2 2026 in Review

BCS Wealth Management reduced its Pfizer (PFE) stake by 2.5% in Q2 2026, selling an estimated $17.5K and leaving 26,000 shares worth $626K. The position accounts for 0.11% of the portfolio, ranked #154.

BCS Wealth Management first reported a position in PFE in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • BCS Wealth Management held 26,000 shares of Pfizer worth $626K as of Q2 2026.
  • BCS Wealth Management sold 670 Pfizer shares in Q2 2026, an estimated $17.5K.
  • Pfizer made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #154 holding.
  • BCS Wealth Management first reported a position in Pfizer in Q1 2020 and has held it in 23 quarters since.
  • BCS Wealth Management's Pfizer position peaked at $1.65M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.