Bedel Financial Consulting’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
$761K Sell
31,588
-1,789
-5% -$46.8K 0.07% 137
2026
Q1
$937K Sell
33,377
-137
-0.4% -$3.65K 0.11% 110
2025
Q4
$835K Sell
33,514
-1,534
-4% -$38.7K 0.09% 120
2025
Q3
$893K Sell
35,048
-1,421
-4% -$35.1K 0.11% 107
2025
Q2
$884K Sell
36,469
-305
-0.8% -$7.11K 0.12% 101
2025
Q1
$841K Buy
36,774
+1,950
+6% +$51K 0.12% 99
2024
Q4
$921K Buy
34,824
+5,329
+18% +$145K 0.13% 94
2024
Q3
$854K Buy
29,495
+1,522
+5% +$44.4K 0.12% 94
2024
Q2
$783K Buy
27,973
+70
+0.3% +$1.93K 0.11% 94
2024
Q1
$774K Buy
27,903
+29
+0.1% +$805 0.12% 91
2023
Q4
$802K Sell
27,874
-1,601
-5% -$48.4K 0.15% 85
2023
Q3
$978K Sell
29,475
-264
-0.9% -$9.34K 0.2% 67
2023
Q2
$1.09M Buy
29,739
+1,571
+6% +$61.1K 0.23% 65
2023
Q1
$1.15M Sell
28,168
-438
-2% -$18.9K 0.28% 54
2022
Q4
$1.47M Buy
28,606
+1,604
+6% +$76.9K 0.36% 39
2022
Q3
$1.27M Buy
27,002
+1,856
+7% +$90.2K 0.34% 44
2022
Q2
$1.32M Buy
25,146
+2,346
+10% +$120K 0.39% 35
2022
Q1
$1.18M Buy
22,800
+776
+4% +$40.3K 0.37% 37
2021
Q4
$1.3M Buy
22,024
+212
+1% +$10.5K 0.4% 37
2021
Q3
$938K Sell
21,812
-122
-0.6% -$5.41K 0.32% 46
2021
Q2
$859K Buy
21,934
+1,377
+7% +$53.5K 0.3% 49
2021
Q1
$745K Buy
20,557
+2,737
+15% +$97.2K 0.29% 52
2020
Q4
$656K Sell
17,820
-788
-4% -$28.9K 0.29% 51
2020
Q3
$648K Buy
18,608
+105
+0.6% +$3.68K 0.32% 48
2020
Q2
$574K Sell
18,503
-1,330
-7% -$45.2K 0.31% 50
2020
Q1
$614K Buy
19,833
+403
+2% +$13.7K 0.41% 36
2019
Q4
$722K Sell
19,430
-4,732
-20% -$169K 0.41% 40
2019
Q3
$824K Buy
24,162
+154
+0.6% +$5.6K 0.5% 31
2019
Q2
$987K Sell
24,008
-424
-2% -$16.8K 0.6% 27
2019
Q1
$984K Buy
24,432
+2
+0% +$80 0.63% 28
2018
Q4
$1.01M Sell
24,430
-718
-3% -$29.8K 0.73% 23
2018
Q3
$1.05M Buy
25,148
+689
+3% +$26.5K 0.7% 24
2018
Q2
$842K Sell
24,459
-1,014
-4% -$34.7K 0.62% 30
2018
Q1
$858K Buy
25,473
+3
+0% +$103 0.65% 28
2017
Q4
$875K Buy
+25,470
New +$868K 0.79% 26

Other funds holding PFE

Bedel Financial Consulting's PFE Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Pfizer (PFE) stake by 5.4% in Q2 2026, selling an estimated $46.8K and leaving 31,588 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #137.

Bedel Financial Consulting first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.47M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bedel Financial Consulting held 31,588 shares of Pfizer worth $761K as of Q2 2026.
  • Bedel Financial Consulting sold 1,789 Pfizer shares in Q2 2026, an estimated $46.8K.
  • Pfizer made up 0.07% of Bedel Financial Consulting's portfolio in Q2 2026, its #137 holding.
  • Bedel Financial Consulting first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
  • Bedel Financial Consulting's Pfizer position peaked at $1.47M in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.