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Bruce G. Allen Investments’s Pfizer PFE Stock Holding History

Bruce G. Allen Investments’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 		$38.3K Sell
1,590
-627
-28% -$16.4K 0.02% 312
2026
Q1 		$62.3K Buy
2,217
+398
+22% +$10.6K 0.04% 225
2025
Q4 		$45.3K Buy
1,819
+35
+2% +$883 0.03% 269
2025
Q3 		$45.5K Buy
1,784
+118
+7% +$2.91K 0.03% 273
2025
Q2 		$40.4K Sell
1,666
-467
-22% -$10.9K 0.03% 288
2025
Q1 		$54K Sell
2,133
-1,073
-33% -$28.1K 0.04% 235
2024
Q4 		$85.1K Sell
3,206
-4,014
-56% -$109K 0.07% 166
2024
Q3 		$209K Sell
7,220
-1,224
-14% -$35.7K 0.16% 74
2024
Q2 		$236K Buy
8,444
+1,502
+22% +$41.4K 0.2% 65
2024
Q1 		$193K Buy
6,942
+811
+13% +$22.5K 0.16% 80
2023
Q4 		$177K Buy
+6,131
New +$185K 0.16% 84

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's PFE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Pfizer (PFE) stake by 28% in Q2 2026, selling an estimated $16.4K and leaving 1,590 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #312.

Bruce G. Allen Investments first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $236K in Q2 2024. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bruce G. Allen Investments held 1,590 shares of Pfizer worth $38.3K as of Q2 2026.
  • Bruce G. Allen Investments sold 627 Pfizer shares in Q2 2026, an estimated $16.4K.
  • Pfizer made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #312 holding.
  • Bruce G. Allen Investments first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Pfizer position peaked at $236K in Q2 2024.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.