CM Wealth Advisors’s Pfizer PFE Stock Holding History

CM Wealth Advisors’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	$293K	Sell	12,150 -101	-0.8%	-$2.64K	0.05%	149
2026 Q1	$344K	Hold	12,251	–	–	0.07%	102
2025 Q4	$305K	Buy	+12,251	New	+$309K	0.07%	112
2024 Q2	–	Sell	-11,518	Closed	-$320K	–	148
2024 Q1	$320K	Buy	+11,518	New	+$320K	0.09%	128
2023 Q3	–	Sell	-5,568	Closed	-$203K	–	146
2023 Q2	$203K	Sell	5,568 -23,156	-81%	-$901K	0.07%	152
2023 Q1	$1.11M	Buy	+28,724	New	+$1.24M	0.21%	134

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

CM Wealth Advisors's PFE Position: Q2 2026 in Review

CM Wealth Advisors reduced its Pfizer (PFE) stake by 0.82% in Q2 2026, selling an estimated $2.64K and leaving 12,150 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #149.

CM Wealth Advisors first reported a position in PFE in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CM Wealth Advisors held 12,150 shares of Pfizer worth $293K as of Q2 2026.
CM Wealth Advisors sold 101 Pfizer shares in Q2 2026, an estimated $2.64K.
Pfizer made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #149 holding.
CM Wealth Advisors first reported a position in Pfizer in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's Pfizer position peaked at $1.11M in Q1 2023.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.