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CFM Wealth Partners’s Pfizer PFE Stock Holding History

CFM Wealth Partners’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 		$237K Hold
9,862
– – 0.03% 135
2026
Q1 		$277K Hold
9,862
– – 0.04% 129
2025
Q4 		$246K Sell
9,862
-3,685
-27% -$92.9K 0.04% 133
2025
Q3 		$345K Sell
13,547
-372
-3% -$9.18K 0.05% 121
2025
Q2 		$337K Sell
13,919
-8,874
-39% -$207K 0.05% 113
2025
Q1 		$578K Sell
22,793
-3,631
-14% -$95K 0.1% 93
2024
Q4 		$701K Buy
26,424
+2,238
+9% +$60.7K 0.12% 87
2024
Q3 		$700K Sell
24,186
-1,611
-6% -$47K 0.12% 89
2024
Q2 		$722K Buy
25,797
+61
+0.2% +$1.68K 0.13% 86
2024
Q1 		$714K Sell
25,736
-8,109
-24% -$225K 0.14% 88
2023
Q4 		$974K Buy
33,845
+2,285
+7% +$69.1K 0.22% 76
2023
Q3 		$1.05M Buy
31,560
+1,338
+4% +$47.3K 0.27% 65
2023
Q2 		$1.11M Buy
30,222
+289
+1% +$11.2K 0.27% 77
2023
Q1 		$1.22M Sell
29,933
-1,027
-3% -$44.4K 0.33% 69
2022
Q4 		$1.59M Sell
30,960
-1,117
-3% -$53.6K 0.47% 58
2022
Q3 		$1.4M Buy
32,077
+1,724
+6% +$83.8K 0.45% 58
2022
Q2 		$1.59M Sell
30,353
-292
-1% -$14.9K 0.48% 54
2022
Q1 		$1.59M Buy
30,645
+295
+1% +$15.3K 0.38% 68
2021
Q4 		$1.72M Sell
30,350
-597
-2% -$29.6K 0.38% 62
2021
Q3 		$1.33M Hold
30,947
– – 0.33% 63
2021
Q2 		$1.21M Buy
30,947
+50
+0.2% +$1.94K 0.32% 63
2021
Q1 		$1.12M Buy
30,897
+528
+2% +$18.7K 0.34% 69
2020
Q4 		$1.12M Sell
30,369
-3,247
-10% -$119K 0.36% 63
2020
Q3 		$1.17M Buy
33,616
+8,011
+31% +$281K 0.43% 50
2020
Q2 		$794K Buy
25,605
+5,372
+27% +$183K 0.3% 69
2020
Q1 		$627K Buy
20,233
+3,038
+18% +$104K 0.29% 67
2019
Q4 		$663K Buy
+17,195
New +$612K 0.24% 74

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

CFM Wealth Partners's PFE Position: Q2 2026 in Review

CFM Wealth Partners held its Pfizer (PFE) position steady in Q2 2026 at 9,862 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #135.

CFM Wealth Partners first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.72M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CFM Wealth Partners held 9,862 shares of Pfizer worth $237K as of Q2 2026.
  • CFM Wealth Partners left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • CFM Wealth Partners first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Pfizer position peaked at $1.72M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.