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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brady Martz Wealth Solutions's PFE Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Pfizer (PFE) stake by 5.1% in Q2 2026, selling an estimated $25.1K and leaving 17,701 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #157.

Brady Martz Wealth Solutions first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2024. 1,179 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Brady Martz Wealth Solutions held 17,701 shares of Pfizer worth $426K as of Q2 2026.
Brady Martz Wealth Solutions sold 961 Pfizer shares in Q2 2026, an estimated $25.1K.
Pfizer made up 0.06% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #157 holding.
Brady Martz Wealth Solutions first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Pfizer position peaked at $1.52M in Q4 2024.
1,179 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.