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Bernard Wealth Management’s Pfizer PFE Stock Holding History

Bernard 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 		$19.5K Sell
808
-113
-12% -$2.96K 0.01% 192
2026
Q1 		$25.9K Buy
921
+2
+0.2% +$53 0.01% 167
2025
Q4 		$22.9K Buy
919
+2
+0.2% +$50 0.01% 177
2025
Q3 		$23.4K Buy
917
+2
+0.2% +$49 0.01% 177
2025
Q2 		$22.2K Sell
915
-184
-17% -$4.29K 0.01% 174
2025
Q1 		$27.9K Sell
1,099
-37
-3% -$968 0.01% 158
2024
Q4 		$30.1K Buy
+1,136
New +$30.8K 0.01% 156

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

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

Bernard Wealth Management reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $2.96K and leaving 808 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #192.

Bernard Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.1K in Q4 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bernard Wealth Management held 808 shares of Pfizer worth $19.5K as of Q2 2026.
  • Bernard Wealth Management sold 113 Pfizer shares in Q2 2026, an estimated $2.96K.
  • Pfizer made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Bernard Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Pfizer position peaked at $30.1K in Q4 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.