Cypress Wealth Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $459K | Sell |
19,074
-1,732
| -8% | -$45.3K | 0.06% | 255 |
|
|
2026
Q1 | $584K | Buy |
20,806
+3,581
| +21% | +$95.3K | 0.08% | 197 |
|
|
2025
Q4 | $429K | Sell |
17,225
-1,034
| -6% | -$26.1K | 0.06% | 228 |
|
|
2025
Q3 | $465K | Sell |
18,259
-185
| -1% | -$4.57K | 0.08% | 190 |
|
|
2025
Q2 | $447K | Buy |
18,444
+719
| +4% | +$16.8K | 0.08% | 186 |
|
|
2025
Q1 | $449K | Buy |
17,725
+1,059
| +6% | +$27.7K | 0.09% | 164 |
|
|
2024
Q4 | $442K | Sell |
16,666
-5,391
| -24% | -$146K | 0.09% | 164 |
|
|
2024
Q3 | $638K | Buy |
22,057
+4,011
| +22% | +$117K | 0.13% | 121 |
|
|
2024
Q2 | $505K | Sell |
18,046
-1,030
| -5% | -$28.4K | 0.11% | 137 |
|
|
2024
Q1 | $529K | Sell |
19,076
-3,517
| -16% | -$97.6K | 0.12% | 137 |
|
|
2023
Q4 | $650K | Sell |
22,593
-1,385
| -6% | -$41.9K | 0.16% | 109 |
|
|
2023
Q3 | $795K | Buy |
23,978
+5,558
| +30% | +$197K | 0.22% | 90 |
|
|
2023
Q2 | $661K | Sell |
18,420
-2,736
| -13% | -$106K | 0.17% | 102 |
|
|
2023
Q1 | $863K | Sell |
21,156
-591
| -3% | -$25.5K | 0.25% | 80 |
|
|
2022
Q4 | $1.11M | Buy |
21,747
+629
| +3% | +$30.2K | 0.36% | 69 |
|
|
2022
Q3 | $894K | Sell |
21,118
-795
| -4% | -$38.6K | 0.3% | 75 |
|
|
2022
Q2 | $1.15M | Buy |
21,913
+1,972
| +10% | +$100K | 0.37% | 64 |
|
|
2022
Q1 | $1.03M | Sell |
19,941
-619
| -3% | -$32.1K | 0.28% | 65 |
|
|
2021
Q4 | $1.21M | Sell |
20,560
-1,955
| -9% | -$96.9K | 0.33% | 68 |
|
|
2021
Q3 | $968K | Sell |
22,515
-4,387
| -16% | -$194K | 0.29% | 69 |
|
|
2021
Q2 | $1.05M | Sell |
26,902
-7,450
| -22% | -$290K | 0.29% | 68 |
|
|
2021
Q1 | $1.25M | Sell |
34,352
-389
| -1% | -$13.8K | 0.26% | 78 |
|
|
2020
Q4 | $1.28M | Buy |
+34,741
| New | +$1.27M | 0.29% | 71 |
|
|
2020
Q3 | – | Sell |
-34,953
| Closed | -$1.23M | – | 431 |
|
|
2020
Q2 | $1.08M | Buy |
34,953
+2,447
| +8% | +$83.1K | 0.26% | 90 |
|
|
2020
Q1 | $1.01M | Sell |
32,506
-1,286
| -4% | -$43.8K | 0.3% | 87 |
|
|
2019
Q4 | $1.26M | Buy |
33,792
+645
| +2% | +$23K | 0.32% | 88 |
|
|
2019
Q3 | $1.13M | Buy |
33,147
+2,400
| +8% | +$87.3K | 0.31% | 93 |
|
|
2019
Q2 | $1.26M | Buy |
30,747
+3,751
| +14% | +$149K | 0.36% | 84 |
|
|
2019
Q1 | $1.09M | Buy |
26,996
+2,905
| +12% | +$116K | 0.34% | 85 |
|
|
2018
Q4 | $998K | Sell |
24,091
-828
| -3% | -$34.4K | 0.4% | 76 |
|
|
2018
Q3 | $1.04M | Buy |
24,919
+133
| +0.5% | +$5.12K | 0.37% | 76 |
|
|
2018
Q2 | $853K | Sell |
24,786
-3,053
| -11% | -$104K | 0.32% | 87 |
|
|
2018
Q1 | $937K | Buy |
27,839
+1,020
| +4% | +$35.1K | 0.4% | 74 |
|
|
2017
Q4 | $922K | Buy |
+26,819
| New | +$914K | 0.38% | 72 |
|
Other funds holding PFE
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CWP
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FWIA
Cypress Wealth Services's PFE Position: Q2 2026 in Review
Cypress Wealth Services reduced its Pfizer (PFE) stake by 8.3% in Q2 2026, selling an estimated $45.3K and leaving 19,074 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #255.
Cypress Wealth Services first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.28M in Q4 2020. 799 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Cypress Wealth Services held 19,074 shares of Pfizer worth $459K as of Q2 2026.
- Cypress Wealth Services sold 1,732 Pfizer shares in Q2 2026, an estimated $45.3K.
- Pfizer made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #255 holding.
- Cypress Wealth Services first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Pfizer position peaked at $1.28M in Q4 2020.
- 799 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.