BCWM LLC’s Pfizer PFE Stock Holding History

BCWM LLC’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	$6.19M	Buy	256,871 +37,141	+17%	+$972K	1.81%	29
2026 Q1	$6.17M	Buy	219,730 +20,052	+10%	+$534K	1.75%	29
2025 Q4	$4.97M	Buy	199,678 +49	+0%	+$1.24K	1.49%	29
2025 Q3	$5.09M	Buy	199,629 +3,046	+2%	+$75.2K	1.52%	28
2025 Q2	$4.77M	Buy	196,583 +17,775	+10%	+$415K	1.51%	33
2025 Q1	$4.53M	Buy	178,808 +18,083	+11%	+$473K	1.57%	29
2024 Q4	$4.26M	Buy	+160,725	New	+$4.36M	1.52%	28
2024 Q2	$4.78M	Buy	+170,885	New	+$4.7M	1.72%	25

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

BCWM LLC's PFE Position: Q2 2026 in Review

BCWM LLC increased its Pfizer (PFE) stake by 17% in Q2 2026, buying an estimated $972K and bringing the position to 256,871 shares worth $6.19M. The position accounts for 1.81% of the portfolio, ranked #29.

BCWM LLC first reported a position in PFE in Q2 2024 and has held it in 8 quarters since. 2,826 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

BCWM LLC held 256,871 shares of Pfizer worth $6.19M as of Q2 2026.
BCWM LLC bought 37,141 Pfizer shares in Q2 2026, an estimated $972K.
Pfizer made up 1.81% of BCWM LLC's portfolio in Q2 2026, its #29 holding.
BCWM LLC first reported a position in Pfizer in Q2 2024 and has held it in 8 quarters since.
2,826 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.