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BIP Wealth’s Pfizer PFE Stock Holding History

BIP Wealth’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 		$614K Buy
25,514
+5,564
+28% +$146K 0.02% 341
2026
Q1 		$560K Buy
19,950
+5,217
+35% +$139K 0.02% 277
2025
Q4 		$367K Buy
14,733
+6,534
+80% +$165K 0.01% 336
2025
Q3 		$209K Buy
+8,199
New +$202K 0.01% 294
2025
Q2 		– Sell
-7,995
Closed -$203K – 291
2025
Q1 		$203K Sell
7,995
-3,858
-33% -$101K 0.01% 266
2024
Q4 		$314K Buy
11,853
+1,180
+11% +$32K 0.02% 201
2024
Q3 		$309K Buy
10,673
+3,443
+48% +$100K 0.02% 180
2024
Q2 		$202K Sell
7,230
-555
-7% -$15.3K 0.02% 188
2024
Q1 		$216K Sell
7,785
-141
-2% -$3.91K 0.02% 203
2023
Q4 		$228K Sell
7,926
-692
-8% -$20.9K 0.02% 180
2023
Q3 		$286K Sell
8,618
-379
-4% -$13.4K 0.03% 143
2023
Q2 		$330K Sell
8,997
-4,075
-31% -$159K 0.03% 132
2023
Q1 		$533K Buy
+13,072
New +$565K 0.06% 103

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

BIP Wealth's PFE Position: Q2 2026 in Review

BIP Wealth increased its Pfizer (PFE) stake by 28% in Q2 2026, buying an estimated $146K and bringing the position to 25,514 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #341.

BIP Wealth first reported a position in PFE in Q1 2023 and has held it in 13 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • BIP Wealth held 25,514 shares of Pfizer worth $614K as of Q2 2026.
  • BIP Wealth bought 5,564 Pfizer shares in Q2 2026, an estimated $146K.
  • Pfizer made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #341 holding.
  • BIP Wealth first reported a position in Pfizer in Q1 2023 and has held it in 13 quarters since.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.