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BKM Wealth Management’s Pfizer PFE Stock Holding History

BKM 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 		$208K Hold
8,652
– – 0.07% 143
2026
Q1 		$243K Sell
8,652
-625
-7% -$16.6K 0.09% 138
2025
Q4 		$231K Buy
9,277
+225
+2% +$5.67K 0.08% 141
2025
Q3 		$231K Sell
9,052
-953
-10% -$23.5K 0.09% 146
2025
Q2 		$243K Sell
10,005
-185
-2% -$4.31K 0.09% 145
2025
Q1 		$258K Sell
10,190
-3
-0% -$79 0.11% 135
2024
Q4 		$270K Sell
10,193
-857
-8% -$23.2K 0.11% 141
2024
Q3 		$320K Buy
11,050
+5,455
+97% +$159K 0.13% 129
2024
Q2 		$354K Sell
5,595
-3,845
-41% -$106K 0.17% 121
2024
Q1 		$262K Sell
9,440
-861
-8% -$23.9K 0.11% 140
2023
Q4 		$297K Buy
+10,301
New +$311K 0.13% 131

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

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

BKM Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 8,652 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #143.

BKM Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $354K in Q2 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • BKM Wealth Management held 8,652 shares of Pfizer worth $208K as of Q2 2026.
  • BKM Wealth Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #143 holding.
  • BKM Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Pfizer position peaked at $354K in Q2 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.