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CWS Financial Advisors’s Pfizer PFE Stock Holding History

CWS Financial Advisors’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 		$358K Sell
14,856
-1,038
-7% -$27.2K 0.08% 118
2026
Q1 		$446K Buy
15,894
+168
+1% +$4.47K 0.11% 104
2025
Q4 		$392K Sell
15,726
-150
-0.9% -$3.78K 0.11% 105
2025
Q3 		$405K Sell
15,876
-7,760
-33% -$192K 0.11% 100
2025
Q2 		$573K Sell
23,636
-4,535
-16% -$106K 0.17% 70
2025
Q1 		$714K Buy
28,171
+2,539
+10% +$66.4K 0.23% 54
2024
Q4 		$680K Sell
25,632
-1,869
-7% -$50.7K 0.22% 51
2024
Q3 		$796K Buy
27,501
+343
+1% +$10K 0.28% 41
2024
Q2 		$760K Buy
27,158
+3,490
+15% +$96.1K 0.3% 36
2024
Q1 		$657K Sell
23,668
-6,300
-21% -$175K 0.27% 39
2023
Q4 		$863K Sell
29,968
-6,301
-17% -$190K 0.32% 45
2023
Q3 		$1.2M Buy
36,269
+152
+0.4% +$5.38K 0.48% 28
2023
Q2 		$1.32M Buy
36,117
+434
+1% +$16.9K 0.5% 26
2023
Q1 		$1.46M Sell
35,683
-9,673
-21% -$418K 0.58% 24
2022
Q4 		$1.64M Buy
45,356
+13,228
+41% +$634K 0.71% 15
2022
Q3 		$1.41M Buy
32,128
+63
+0.2% +$3.06K 0.67% 22
2022
Q2 		$1.68M Sell
32,065
-415
-1% -$21.1K 0.77% 20
2022
Q1 		$1.68M Sell
32,480
-12,234
-27% -$635K 0.63% 20
2021
Q4 		$2.64M Buy
+44,714
New +$2.22M 0.93% 14
2021
Q2 		$1.8M Buy
46,005
+649
+1% +$25.2K 0.72% 16
2021
Q1 		$1.64M Buy
45,356
+1,025
+2% +$36.4K 0.71% 15
2020
Q4 		$1.63M Sell
44,331
-3,149
-7% -$116K 0.95% 9
2020
Q3 		$1.65M Buy
47,480
+1,634
+4% +$57.3K 1.1% 9
2020
Q2 		$1.42M Buy
45,846
+5,333
+13% +$181K 1.03% 12
2020
Q1 		$1.51M Hold
40,513
– – 1.11% 9
2019
Q4 		$1.51M Buy
+40,513
New +$1.44M 1.1% 10

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

CWS Financial Advisors's PFE Position: Q2 2026 in Review

CWS Financial Advisors reduced its Pfizer (PFE) stake by 6.5% in Q2 2026, selling an estimated $27.2K and leaving 14,856 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #118.

CWS Financial Advisors first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CWS Financial Advisors held 14,856 shares of Pfizer worth $358K as of Q2 2026.
  • CWS Financial Advisors sold 1,038 Pfizer shares in Q2 2026, an estimated $27.2K.
  • Pfizer made up 0.08% of CWS Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • CWS Financial Advisors first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Pfizer position peaked at $2.64M in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.