BFWA
PFE icon

Benchmark Financial Wealth Advisors’s Pfizer PFE Stock Holding History

Benchmark Financial Wealth Advisors’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 		$358K Sell
14,858
-2,299
-13% -$60.1K 0.09% 100
2026
Q1 		$482K Buy
17,157
+430
+3% +$11.4K 0.13% 82
2025
Q4 		$416K Sell
16,727
-2,200
-12% -$55.5K 0.12% 83
2025
Q3 		$482K Buy
18,927
+398
+2% +$9.82K 0.15% 72
2025
Q2 		$449K Sell
18,529
-266
-1% -$6.2K 0.15% 71
2025
Q1 		$476K Buy
18,795
+3,113
+20% +$81.5K 0.18% 62
2024
Q4 		$416K Buy
15,682
+434
+3% +$11.8K 0.13% 65
2024
Q3 		$441K Sell
15,248
-155
-1% -$4.52K 0.15% 59
2024
Q2 		$431K Sell
15,403
-25
-0.2% -$688 0.16% 56
2024
Q1 		$428K Buy
15,428
+7,279
+89% +$202K 0.16% 53
2023
Q4 		$235K Buy
+8,149
New +$246K 0.1% 72
2023
Q3 		– Sell
-6,860
Closed -$252K – 70
2023
Q2 		$252K Sell
6,860
-318
-4% -$12.4K 0.12% 63
2023
Q1 		$293K Sell
7,178
-111
-2% -$4.79K 0.15% 49
2022
Q4 		$373K Sell
7,289
-565
-7% -$27.1K 0.2% 43
2022
Q3 		$344K Buy
7,854
+449
+6% +$21.8K 0.2% 47
2022
Q2 		$388K Buy
7,405
+528
+8% +$26.9K 0.2% 41
2022
Q1 		$356K Sell
6,877
-231
-3% -$12K 0.15% 51
2021
Q4 		$420K Sell
7,108
-28
-0.4% -$1.39K 0.18% 44
2021
Q3 		$307K Buy
7,136
+705
+11% +$31.2K 0.15% 48
2021
Q2 		$252K Buy
6,431
+462
+8% +$18K 0.12% 53
2021
Q1 		$216K Sell
5,969
-455
-7% -$16.2K 0.12% 54
2020
Q4 		$236K Sell
6,424
-223
-3% -$8.18K 0.13% 61
2020
Q3 		$231K Sell
6,647
-433
-6% -$15.2K 0.15% 54
2020
Q2 		$220K Buy
+7,080
New +$241K 0.16% 47

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

Benchmark Financial Wealth Advisors's PFE Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $60.1K and leaving 14,858 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #100.

Benchmark Financial Wealth Advisors first reported a position in PFE in Q2 2020 and has held it in 24 quarters since. The position peaked at $482K in Q3 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 14,858 shares of Pfizer worth $358K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 2,299 Pfizer shares in Q2 2026, an estimated $60.1K.
  • Pfizer made up 0.09% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Pfizer in Q2 2020 and has held it in 24 quarters since.
  • Benchmark Financial Wealth Advisors's Pfizer position peaked at $482K in Q3 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.