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Bullock Wealth Management’s Pfizer PFE Stock Holding History

Bullock 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 		$62.8K Buy
2,630
+11
+0.4% +$288 0.03% 260
2026
Q1 		$74.8K Buy
2,619
+34
+1% +$905 0.04% 238
2025
Q4 		$64.4K Buy
2,585
+35
+1% +$883 0.03% 241
2025
Q3 		$69.4K Buy
2,550
+1,411
+124% +$34.8K 0.03% 234
2025
Q2 		$28.5K Sell
1,139
-821
-42% -$19.1K 0.02% 286
2025
Q1 		$48.1K Sell
1,960
-365
-16% -$9.55K 0.03% 249
2024
Q4 		$61.7K Buy
2,325
+1,550
+200% +$42K 0.04% 233
2024
Q3 		$22.2K Buy
775
+9
+1% +$263 0.01% 303
2024
Q2 		$21.6K Sell
766
-399
-34% -$11K 0.01% 292
2024
Q1 		$32.3K Buy
+1,165
New +$32.3K 0.02% 268

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

Bullock Wealth Management's PFE Position: Q2 2026 in Review

Bullock Wealth Management increased its Pfizer (PFE) stake by 0.42% in Q2 2026, buying an estimated $288 and bringing the position to 2,630 shares worth $62.8K. The position accounts for 0.03% of the portfolio, ranked #260.

Bullock Wealth Management first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $74.8K in Q1 2026. 2,840 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bullock Wealth Management held 2,630 shares of Pfizer worth $62.8K as of Q2 2026.
  • Bullock Wealth Management bought 11 Pfizer shares in Q2 2026, an estimated $288.
  • Pfizer made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Bullock Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Pfizer position peaked at $74.8K in Q1 2026.
  • 2,840 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.