Brady Martz Wealth Solutions’s Pfizer PFE Stock Holding History

Brady Martz Wealth Solutions’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 Q3	–	Sell	-17,701	Closed	-$426K	–	282
2026 Q2	$426K	Sell	17,701 -961	-5%	-$25.1K	0.06%	157
2026 Q1	$524K	Sell	18,662 -33,542	-64%	-$893K	0.09%	129
2025 Q4	$1.3M	Sell	52,204 -1,894	-4%	-$47.8K	0.23%	78
2025 Q3	$1.38M	Sell	54,098 -165	-0.3%	-$4.07K	0.25%	74
2025 Q2	$1.32M	Sell	54,263 -2,185	-4%	-$51K	0.25%	75
2025 Q1	$1.43M	Sell	56,448 -1,266	-2%	-$33.1K	0.32%	67
2024 Q4	$1.52M	Buy	+57,714	New	+$1.57M	0.37%	63

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brady Martz Wealth Solutions's PFE Position: Q3 2026 in Review

Brady Martz Wealth Solutions sold out of Pfizer (PFE) in Q3 2026, closing a stake of 17,701 shares — an estimated $426K sold.

Brady Martz Wealth Solutions first reported a position in PFE in Q4 2024 and held it in 7 quarters. The position peaked at $1.52M in Q4 2024. 1,750 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Brady Martz Wealth Solutions reported no remaining Pfizer position as of Q3 2026 after selling out during the quarter.
Brady Martz Wealth Solutions sold 17,701 Pfizer shares in Q3 2026, an estimated $426K.
Brady Martz Wealth Solutions first reported a position in Pfizer in Q4 2024 and held it in 7 quarters.
Brady Martz Wealth Solutions's Pfizer position peaked at $1.52M in Q4 2024.
1,750 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.