Blue Bell Private Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-2
Closed -$3K – 219
2018
Q3
$3K Hold
2
– – ﹤0.01% 209
2018
Q2
$2K Hold
2
– – ﹤0.01% 206
2018
Q1
$1K Sell
2
-5
-71% -$172 ﹤0.01% 217
2017
Q4
$1K Buy
+7
New +$239 ﹤0.01% 221

Other funds holding PFE

Blue Bell Private Wealth Management's PFE Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Pfizer (PFE) stake by 23% in Q2 2026, buying an estimated $41.2K and bringing the position to 8,388 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #280.

Blue Bell Private Wealth Management first reported a position in PFE in Q4 2013 and has held it in 31 quarters since. The position peaked at $809K in Q1 2015. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Blue Bell Private Wealth Management held 8,388 shares of Pfizer worth $202K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 1,576 Pfizer shares in Q2 2026, an estimated $41.2K.
  • Pfizer made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Blue Bell Private Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 31 quarters since.
  • Blue Bell Private Wealth Management's Pfizer position peaked at $809K in Q1 2015.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.