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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
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

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

Capstone Wealth Management Group (Oregon)'s PFE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Pfizer (PFE) stake by 4.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 9,193 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #116.

Capstone Wealth Management Group (Oregon) first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q1 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 9,193 shares of Pfizer worth $221K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 417 Pfizer shares in Q2 2026, an estimated $10.9K.
  • Pfizer made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #116 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Pfizer position peaked at $254K in Q1 2025.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.