Center for Wealth Management Advisory’s Pfizer PFE Stock Holding History

Center for Wealth Management Advisory’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	–	Sell	-60,124	Closed	-$1.69M	–	67
2026 Q1	$1.69M	Buy	60,124 +1,555	+3%	+$41.4K	1.22%	29
2025 Q4	$1.46M	Buy	+58,569	New	+$1.48M	1.07%	32

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Center for Wealth Management Advisory's PFE Position: Q2 2026 in Review

Center for Wealth Management Advisory sold out of Pfizer (PFE) in Q2 2026, closing a stake of 60,124 shares — an estimated $1.69M sold.

Center for Wealth Management Advisory first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $1.69M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Center for Wealth Management Advisory reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Center for Wealth Management Advisory sold 60,124 Pfizer shares in Q2 2026, an estimated $1.69M.
Center for Wealth Management Advisory first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
Center for Wealth Management Advisory's Pfizer position peaked at $1.69M in Q1 2026.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.