BFWM
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Bright Futures Wealth Management’s Pfizer PFE Stock Holding History

Bright Futures 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 		$276K Sell
11,469
-4,106
-26% -$107K 0.18% 150
2026
Q1 		$437K Buy
15,575
+1,293
+9% +$34.4K 0.3% 93
2025
Q4 		$356K Buy
14,282
+2,804
+24% +$70.7K 0.26% 98
2025
Q3 		$292K Buy
+11,478
New +$283K 0.23% 104
2025
Q1 		$244K Buy
11,073
+1,394
+14% +$36.5K 0.27% 97
2024
Q4 		$258K Sell
9,679
-958
-9% -$26K 0.23% 101
2024
Q3 		$303K Sell
10,637
-735
-6% -$21.4K 0.15% 167
2024
Q2 		$346K Sell
11,372
-177
-2% -$4.87K 0.19% 137
2024
Q1 		$321K Buy
+11,549
New +$320K 0.17% 145

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

Bright Futures Wealth Management's PFE Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Pfizer (PFE) stake by 26% in Q2 2026, selling an estimated $107K and leaving 11,469 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #150.

Bright Futures Wealth Management first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $437K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bright Futures Wealth Management held 11,469 shares of Pfizer worth $276K as of Q2 2026.
  • Bright Futures Wealth Management sold 4,106 Pfizer shares in Q2 2026, an estimated $107K.
  • Pfizer made up 0.18% of Bright Futures Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Bright Futures Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
  • Bright Futures Wealth Management's Pfizer position peaked at $437K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.