Cornerstone Wealth Management’s Pfizer PFE Stock Holding History

Cornerstone 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	$2.7M	Buy	112,180 +2,930	+3%	+$76.6K	0.12%	167
2026 Q1	$3.07M	Buy	109,250 +2,878	+3%	+$76.6K	0.15%	141
2025 Q4	$2.65M	Buy	106,372 +6,993	+7%	+$176K	0.14%	150
2025 Q3	$2.53M	Buy	99,379 +2,795	+3%	+$69K	0.14%	141
2025 Q2	$2.34M	Buy	96,584 +7,601	+9%	+$177K	0.14%	137
2025 Q1	$2.25M	Buy	88,983 +6,592	+8%	+$172K	0.15%	134
2024 Q4	$2.19M	Buy	82,391 +4,479	+6%	+$121K	0.15%	140
2024 Q3	$2.25M	Buy	77,912 +5,854	+8%	+$171K	0.16%	130
2024 Q2	$2.02M	Buy	72,058 +8,513	+13%	+$234K	0.16%	135
2024 Q1	$1.76M	Buy	63,545 +10,314	+19%	+$286K	0.14%	138
2023 Q4	$1.53M	Sell	53,231 -12,557	-19%	-$380K	0.13%	145
2023 Q3	$2.18M	Buy	65,788 +1,297	+2%	+$45.9K	0.21%	110
2023 Q2	$2.37M	Sell	64,491 -2,581	-4%	-$100K	0.21%	108
2023 Q1	$2.74M	Buy	+67,072	New	+$2.9M	0.27%	87
2022 Q3	$2.55M	Buy	58,276 +196	+0.3%	+$9.52K	0.28%	79
2022 Q2	$3.04M	Buy	58,080 +3,440	+6%	+$175K	0.34%	64
2022 Q1	$2.83M	Buy	54,640 +434	+0.8%	+$22.5K	0.27%	75
2021 Q4	$3.21M	Buy	54,206 +1,949	+4%	+$96.6K	0.31%	75
2021 Q3	$2.25M	Buy	52,257 +1,928	+4%	+$85.4K	0.24%	99
2021 Q2	$1.97M	Sell	50,329 -678	-1%	-$26.4K	0.21%	109
2021 Q1	$1.85M	Sell	51,007 -5,020	-9%	-$178K	0.22%	105
2020 Q4	$2.06M	Buy	56,027 +2,683	+5%	+$98.4K	0.26%	81
2020 Q3	$1.86M	Buy	53,344 +6,891	+15%	+$242K	0.28%	73
2020 Q2	$1.44M	Buy	46,453 +7,358	+19%	+$250K	0.23%	86
2020 Q1	$1.21M	Buy	39,095 +4,376	+13%	+$149K	0.23%	86
2019 Q4	$1.29M	Sell	34,719 -2,116	-6%	-$75.4K	0.21%	94
2019 Q3	$1.26M	Sell	36,835 -1,345	-4%	-$48.9K	0.22%	93
2019 Q2	$1.56M	Sell	38,180 -3,982	-9%	-$158K	0.28%	72
2019 Q1	$2.88M	Buy	42,162 +7,682	+22%	+$308K	0.35%	68
2018 Q4	$1.43M	Buy	+34,480	New	+$1.43M	0.3%	72
2018 Q1	$1.35M	Buy	40,173 +1,838	+5%	+$63.2K	0.26%	78
2017 Q4	$1.32M	Sell	38,335 -2,140	-5%	-$73K	0.25%	84
2017 Q3	$1.39M	Buy	40,475 +4,283	+12%	+$138K	0.29%	73
2017 Q2	$1.15M	Sell	36,192 -1,727	-5%	-$54.5K	0.26%	84
2017 Q1	$1.23M	Buy	37,919 +7,760	+26%	+$245K	0.3%	72
2016 Q4	$945K	Buy	30,159 +8,048	+36%	+$246K	0.3%	67
2016 Q3	$708K	Buy	+22,111	New	+$739K	0.26%	72

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

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

Cornerstone Wealth Management increased its Pfizer (PFE) stake by 2.7% in Q2 2026, buying an estimated $76.6K and bringing the position to 112,180 shares worth $2.7M. The position accounts for 0.12% of the portfolio, ranked #167.

Cornerstone Wealth Management first reported a position in PFE in Q3 2016 and has held it in 37 quarters since. The position peaked at $3.21M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cornerstone Wealth Management held 112,180 shares of Pfizer worth $2.7M as of Q2 2026.
Cornerstone Wealth Management bought 2,930 Pfizer shares in Q2 2026, an estimated $76.6K.
Pfizer made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #167 holding.
Cornerstone Wealth Management first reported a position in Pfizer in Q3 2016 and has held it in 37 quarters since.
Cornerstone Wealth Management's Pfizer position peaked at $3.21M in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.