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Cornerstone Financial Management’s Pfizer PFE Stock Holding History

Cornerstone Financial 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 		$16.1K Sell
670
-32
-5% -$837 0.01% 323
2026
Q1 		$19.7K Buy
702
+88
+14% +$2.34K 0.02% 205
2025
Q4 		$15.3K Buy
+614
New +$15.5K 0.01% 220

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

Cornerstone Financial Management's PFE Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Pfizer (PFE) stake by 4.6% in Q2 2026, selling an estimated $837 and leaving 670 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #323.

Cornerstone Financial Management first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.7K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cornerstone Financial Management held 670 shares of Pfizer worth $16.1K as of Q2 2026.
  • Cornerstone Financial Management sold 32 Pfizer shares in Q2 2026, an estimated $837.
  • Pfizer made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #323 holding.
  • Cornerstone Financial Management first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Pfizer position peaked at $19.7K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.