Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.55M | Sell |
106,075
-3,935
| -4% | -$103K | 0.63% | 25 |
|
|
2026
Q1 | $3.09M | Sell |
110,010
-3,051
| -3% | -$81.2K | 0.79% | 23 |
|
|
2025
Q4 | $2.82M | Buy |
113,061
+11,035
| +11% | +$278K | 0.75% | 23 |
|
|
2025
Q3 | $2.6M | Buy |
102,026
+6,050
| +6% | +$149K | 0.71% | 26 |
|
|
2025
Q2 | $2.33M | Sell |
95,976
-10,633
| -10% | -$248K | 0.7% | 27 |
|
|
2025
Q1 | $2.7M | Buy |
106,609
+1,534
| +1% | +$40.1K | 0.84% | 25 |
|
|
2024
Q4 | $2.79M | Sell |
105,075
-19,651
| -16% | -$533K | 0.85% | 23 |
|
|
2024
Q3 | $3.61M | Sell |
124,726
-17,496
| -12% | -$510K | 1.11% | 21 |
|
|
2024
Q2 | $3.98M | Sell |
142,222
-11,342
| -7% | -$312K | 1.26% | 16 |
|
|
2024
Q1 | $4.26M | Sell |
153,564
-660
| -0.4% | -$18.3K | 1.37% | 18 |
|
|
2023
Q4 | $4.44M | Sell |
154,224
-12,171
| -7% | -$368K | 1.54% | 16 |
|
|
2023
Q3 | $5.52M | Sell |
166,395
-100
| -0.1% | -$3.54K | 2.07% | 15 |
|
|
2023
Q2 | $6.11M | Buy |
166,495
+3,770
| +2% | +$147K | 2.08% | 13 |
|
|
2023
Q1 | $6.64M | Sell |
162,725
-5,192
| -3% | -$224K | 2.44% | 13 |
|
|
2022
Q4 | $8.6M | Sell |
167,917
-2,000
| -1% | -$95.9K | 3.13% | 9 |
|
|
2022
Q3 | $7.44M | Sell |
169,917
-4,245
| -2% | -$206K | 2.74% | 12 |
|
|
2022
Q2 | $9.13M | Sell |
174,162
-3,136
| -2% | -$160K | 2.94% | 8 |
|
|
2022
Q1 | $9.18M | Sell |
177,298
-20,152
| -10% | -$1.05M | 2.48% | 10 |
|
|
2021
Q4 | $11.7M | Sell |
197,450
-9,935
| -5% | -$492K | 3.4% | 7 |
|
|
2021
Q3 | $8.92M | Sell |
207,385
-1,459
| -0.7% | -$64.6K | 2.88% | 11 |
|
|
2021
Q2 | $8.18M | Sell |
208,844
-1,025
| -0.5% | -$39.9K | 2.81% | 11 |
|
|
2021
Q1 | $7.6M | Buy |
209,869
+16,126
| +8% | +$573K | 2.82% | 10 |
|
|
2020
Q4 | $7.13M | Sell |
193,743
-13,493
| -7% | -$495K | 2.92% | 11 |
|
|
2020
Q3 | $7.22M | Sell |
207,236
-1,371
| -0.7% | -$48.1K | 3.24% | 7 |
|
|
2020
Q2 | $6.47M | Buy |
208,607
+62,427
| +43% | +$2.12M | 2.94% | 9 |
|
|
2020
Q1 | $4.53M | Sell |
146,180
-10,871
| -7% | -$370K | 2.46% | 14 |
|
|
2019
Q4 | $5.84M | Buy |
157,051
+1,989
| +1% | +$70.8K | 2.65% | 13 |
|
|
2019
Q3 | $5.29M | Buy |
155,062
+1,716
| +1% | +$62.4K | 2.59% | 12 |
|
|
2019
Q2 | $6.3M | Sell |
153,346
-2,952
| -2% | -$117K | 2.95% | 10 |
|
|
2019
Q1 | $6.3M | Sell |
156,298
-6,025
| -4% | -$241K | 2.98% | 11 |
|
|
2018
Q4 | $6.72M | Sell |
162,323
-1,356
| -0.8% | -$56.3K | 3.47% | 7 |
|
|
2018
Q3 | $6.84M | Buy |
163,679
+588
| +0.4% | +$22.6K | 2.99% | 7 |
|
|
2018
Q2 | $5.61M | Buy |
163,091
+620
| +0.4% | +$21.2K | 2.65% | 10 |
|
|
2018
Q1 | $5.47M | Buy |
162,471
+3,199
| +2% | +$110K | 2.7% | 11 |
|
|
2017
Q4 | $5.47M | Buy |
+159,272
| New | +$5.43M | 2.75% | 9 |
|
Other funds holding PFE
Buckley Wealth Management's PFE Position: Q2 2026 in Review
Buckley Wealth Management reduced its Pfizer (PFE) stake by 3.6% in Q2 2026, selling an estimated $103K and leaving 106,075 shares worth $2.55M. The position accounts for 0.63% of the portfolio, ranked #25.
Buckley Wealth Management first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.7M in Q4 2021. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Buckley Wealth Management held 106,075 shares of Pfizer worth $2.55M as of Q2 2026.
- Buckley Wealth Management sold 3,935 Pfizer shares in Q2 2026, an estimated $103K.
- Pfizer made up 0.63% of Buckley Wealth Management's portfolio in Q2 2026, its #25 holding.
- Buckley Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Buckley Wealth Management's Pfizer position peaked at $11.7M in Q4 2021.
- 2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.