Capstone Wealth Management Group (Oregon)’s Pfizer PFE Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q3	$218K	Sell	7,637 -1,556	-17%	-$41.4K	0.13%	119
2026 Q2	$221K	Buy	9,193 +417	+5%	+$10.9K	0.13%	116
2026 Q1	$246K	Sell	8,776 -84	-0.9%	-$2.24K	0.15%	109
2025 Q4	$221K	Hold	8,860	–	–	0.13%	118
2025 Q3	$226K	Buy	+8,860	New	+$219K	0.14%	111
2025 Q2	–	Sell	-10,038	Closed	-$254K	–	108
2025 Q1	$254K	Buy	10,038 +1,472	+17%	+$38.5K	0.2%	78
2024 Q4	$227K	Buy	+8,566	New	+$232K	0.17%	94

Other funds holding PFE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s PFE Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Pfizer (PFE) stake by 17% in Q3 2026, selling an estimated $41.4K and leaving 7,637 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #119.

Capstone Wealth Management Group (Oregon) first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $254K in Q1 2025. 2,255 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 7,637 shares of Pfizer worth $218K as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 1,556 Pfizer shares in Q3 2026, an estimated $41.4K.
Pfizer made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #119 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Pfizer position peaked at $254K in Q1 2025.
2,255 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.