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Capital Advisors Wealth Management’s Pfizer PFE Stock Holding History

Capital Advisors 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 		$225K Sell
9,347
-1,518
-14% -$39.7K 0.03% 218
2026
Q1 		$305K Buy
10,865
+32
+0.3% +$852 0.04% 168
2025
Q4 		$270K Buy
10,833
+452
+4% +$11.4K 0.04% 186
2025
Q3 		$265K Buy
10,381
+440
+4% +$10.9K 0.04% 186
2025
Q2 		$241K Buy
9,941
+752
+8% +$17.5K 0.04% 174
2025
Q1 		$233K Sell
9,189
-347
-4% -$9.08K 0.04% 164
2024
Q4 		$253K Sell
9,536
-546
-5% -$14.8K 0.05% 150
2024
Q3 		$292K Buy
10,082
+1,152
+13% +$33.6K 0.05% 131
2024
Q2 		$250K Buy
8,930
+1,639
+22% +$45.1K 0.05% 131
2024
Q1 		$202K Buy
+7,291
New +$202K 0.04% 151
2023
Q4 		– Sell
-8,107
Closed -$269K – 153
2023
Q3 		$269K Sell
8,107
-446
-5% -$15.8K 0.07% 107
2023
Q2 		$314K Buy
8,553
+205
+2% +$7.98K 0.08% 97
2023
Q1 		$341K Sell
8,348
-104
-1% -$4.49K 0.09% 96
2022
Q4 		$433K Buy
8,452
+1,527
+22% +$73.2K 0.13% 77
2022
Q3 		$303K Buy
6,925
+48
+0.7% +$2.33K 0.1% 92
2022
Q2 		$361K Buy
6,877
+800
+13% +$40.8K 0.12% 78
2022
Q1 		$315K Buy
6,077
+1,863
+44% +$96.7K 0.1% 89
2021
Q4 		$249K Buy
+4,214
New +$209K 0.08% 104

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

Capital Advisors Wealth Management's PFE Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $39.7K and leaving 9,347 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #218.

Capital Advisors Wealth Management first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $433K in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Capital Advisors Wealth Management held 9,347 shares of Pfizer worth $225K as of Q2 2026.
  • Capital Advisors Wealth Management sold 1,518 Pfizer shares in Q2 2026, an estimated $39.7K.
  • Pfizer made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Capital Advisors Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Wealth Management's Pfizer position peaked at $433K in Q4 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.