CPWA LLC’s Pfizer PFE Stock Holding History

CPWA LLC’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	$262K	Buy	10,879 +198	+2%	+$5.18K	0.3%	72
2026 Q1	$276K	Buy	+10,681	New	+$284K	0.33%	71

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

CPWA LLC's PFE Position: Q2 2026 in Review

CPWA LLC increased its Pfizer (PFE) stake by 1.9% in Q2 2026, buying an estimated $5.18K and bringing the position to 10,879 shares worth $262K. The position accounts for 0.3% of the portfolio, ranked #72.

CPWA LLC first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 2,815 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CPWA LLC held 10,879 shares of Pfizer worth $262K as of Q2 2026.
CPWA LLC bought 198 Pfizer shares in Q2 2026, an estimated $5.18K.
Pfizer made up 0.3% of CPWA LLC's portfolio in Q2 2026, its #72 holding.
CPWA LLC first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Pfizer position peaked at $276K in Q1 2026.
2,815 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.