BlackDiamond Wealth Management’s Pfizer PFE Stock Holding History

BlackDiamond 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	–	Sell	-8,226	Closed	-$231K	–	233
2026 Q1	$231K	Buy	+8,226	New	+$219K	0.11%	175
2025 Q1	–	Sell	-7,693	Closed	-$204K	–	173
2024 Q4	$204K	Sell	7,693 -67	-0.9%	-$1.82K	0.12%	155
2024 Q3	$203K	Buy	7,760 +604	+8%	+$17.6K	0.12%	156
2024 Q2	$206K	Buy	+7,156	New	+$197K	0.14%	144
2023 Q4	–	Sell	-7,969	Closed	-$243K	–	147
2023 Q3	$243K	Buy	7,969 +118	+2%	+$4.17K	0.22%	101
2023 Q2	$291K	Sell	7,851 -28	-0.4%	-$1.09K	0.25%	94
2023 Q1	$310K	Buy	7,879 +406	+5%	+$17.5K	0.32%	73
2022 Q4	$356K	Sell	7,473 -12	-0.2%	-$575	0.4%	68
2022 Q3	$341K	Buy	7,485 +532	+8%	+$25.9K	0.41%	65
2022 Q2	$353K	Buy	6,953 +535	+8%	+$27.3K	0.44%	66
2022 Q1	$332K	Buy	6,418 +106	+2%	+$5.5K	0.4%	74
2021 Q4	$373K	Buy	+6,312	New	+$313K	0.43%	78

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BlackDiamond Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,226 shares — an estimated $231K sold.

BlackDiamond Wealth Management first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $373K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

BlackDiamond Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
BlackDiamond Wealth Management sold 8,226 Pfizer shares in Q2 2026, an estimated $231K.
BlackDiamond Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
BlackDiamond Wealth Management's Pfizer position peaked at $373K in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.