CWP
PFE icon

Concord Wealth Partners’s Pfizer PFE Stock Holding History

Concord 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 		$1.15M Buy
47,796
+1,141
+2% +$29.8K 0.13% 121
2026
Q1 		$1.31M Buy
46,655
+2,027
+5% +$54K 0.17% 113
2025
Q4 		$1.11M Sell
44,628
-78
-0.2% -$1.97K 0.14% 125
2025
Q3 		$1.14M Buy
44,706
+185
+0.4% +$4.57K 0.16% 122
2025
Q2 		$1.08M Sell
44,521
-3,828
-8% -$89.3K 0.16% 126
2025
Q1 		$1.23M Buy
48,349
+30,715
+174% +$804K 0.2% 106
2024
Q4 		$468K Buy
17,634
+12,638
+253% +$343K 0.08% 147
2024
Q3 		$145K Sell
4,996
-718
-13% -$20.9K 0.02% 229
2024
Q2 		$160K Sell
5,714
-2,110
-27% -$58.1K 0.03% 213
2024
Q1 		$217K Sell
7,824
-5,186
-40% -$144K 0.04% 202
2023
Q4 		$375K Sell
13,010
-2,833
-18% -$85.6K 0.08% 147
2023
Q3 		$526K Buy
15,843
+5,412
+52% +$191K 0.11% 122
2023
Q2 		$383K Buy
10,431
+1,647
+19% +$64.1K 0.08% 129
2023
Q1 		$358K Sell
8,784
-12,380
-58% -$535K 0.1% 105
2022
Q4 		$1.08M Sell
21,164
-8,147
-28% -$391K 0.33% 44
2022
Q3 		$1.28M Sell
29,311
-345
-1% -$16.8K 0.41% 42
2022
Q2 		$1.55M Buy
29,656
+1,682
+6% +$85.7K 0.43% 37
2022
Q1 		$1.45M Sell
27,974
-1,656
-6% -$85.9K 0.37% 36
2021
Q4 		$1.75M Buy
29,630
+15,777
+114% +$782K 0.43% 32
2021
Q3 		$596K Sell
13,853
-11,596
-46% -$514K 0.24% 32
2021
Q2 		$997K Buy
25,449
+2,445
+11% +$95.1K 0.29% 32
2021
Q1 		$833K Buy
23,004
+12,715
+124% +$451K 0.28% 31
2020
Q4 		$379K Buy
+10,289
New +$377K 0.29% 43

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

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

Concord Wealth Partners increased its Pfizer (PFE) stake by 2.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 47,796 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #121.

Concord Wealth Partners first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Concord Wealth Partners held 47,796 shares of Pfizer worth $1.15M as of Q2 2026.
  • Concord Wealth Partners bought 1,141 Pfizer shares in Q2 2026, an estimated $29.8K.
  • Pfizer made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Concord Wealth Partners first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Pfizer position peaked at $1.75M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.