CWM
PFE icon

CMH Wealth Management’s Pfizer PFE Stock Holding History

CMH Wealth Management’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 		$1.35M Sell
56,014
-13,828
-20% -$362K 0.21% 76
2026
Q1 		$1.96M Buy
+69,842
New +$1.86M 0.34% 65
2019
Q1 		– Sell
-327
Closed -$14K – 57
2018
Q4 		$14K Buy
+327
New +$13.6K 0.01% 59

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

CMH Wealth Management's PFE Position: Q2 2026 in Review

CMH Wealth Management reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $362K and leaving 56,014 shares worth $1.35M. The position accounts for 0.21% of the portfolio, ranked #76.

CMH Wealth Management first reported a position in PFE in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.96M in Q1 2026. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CMH Wealth Management held 56,014 shares of Pfizer worth $1.35M as of Q2 2026.
  • CMH Wealth Management sold 13,828 Pfizer shares in Q2 2026, an estimated $362K.
  • Pfizer made up 0.21% of CMH Wealth Management's portfolio in Q2 2026, its #76 holding.
  • CMH Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 3 quarters since.
  • CMH Wealth Management's Pfizer position peaked at $1.96M in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.