Destination Wealth Management’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 | $23.5M | Buy |
976,104
+32,854
| +3% | +$859K | 0.55% | 56 |
|
|
2026
Q1 | $26.5M | Buy |
943,250
+125,344
| +15% | +$3.34M | 0.69% | 48 |
|
|
2025
Q4 | $20.4M | Sell |
817,906
-42,356
| -5% | -$1.07M | 0.53% | 63 |
|
|
2025
Q3 | $21.9M | Buy |
860,262
+39,794
| +5% | +$982K | 0.6% | 56 |
|
|
2025
Q2 | $19.9M | Buy |
820,468
+48,068
| +6% | +$1.12M | 0.58% | 60 |
|
|
2025
Q1 | $19.6M | Buy |
772,400
+88,729
| +13% | +$2.32M | 0.62% | 60 |
|
|
2024
Q4 | $18.1M | Sell |
683,671
-20,257
| -3% | -$549K | 0.57% | 60 |
|
|
2024
Q3 | $20.4M | Buy |
703,928
+38,907
| +6% | +$1.13M | 0.63% | 60 |
|
|
2024
Q2 | $18.6M | Buy |
665,021
+34,275
| +5% | +$944K | 0.61% | 60 |
|
|
2024
Q1 | $17.5M | Buy |
630,746
+108,068
| +21% | +$3M | 0.58% | 60 |
|
|
2023
Q4 | $15M | Sell |
522,678
-78,657
| -13% | -$2.38M | 0.52% | 63 |
|
|
2023
Q3 | $19.9M | Buy |
601,335
+22,816
| +4% | +$807K | 0.78% | 49 |
|
|
2023
Q2 | $21.2M | Buy |
578,519
+12,326
| +2% | +$480K | 0.79% | 45 |
|
|
2023
Q1 | $23.1M | Buy |
566,193
+12,207
| +2% | +$527K | 0.88% | 39 |
|
|
2022
Q4 | $28.4M | Sell |
553,986
-12,609
| -2% | -$605K | 1.13% | 30 |
|
|
2022
Q3 | $24.8M | Sell |
566,595
-1,728
| -0.3% | -$84K | 1.04% | 32 |
|
|
2022
Q2 | $29.8M | Sell |
568,323
-5,239
| -0.9% | -$267K | 1.2% | 28 |
|
|
2022
Q1 | $29.7M | Sell |
573,562
-9,367
| -2% | -$486K | 1.1% | 28 |
|
|
2021
Q4 | $34.4M | Sell |
582,929
-218
| -0% | -$10.8K | 1.22% | 27 |
|
|
2021
Q3 | $25.1M | Sell |
583,147
-582
| -0.1% | -$25.8K | 0.97% | 33 |
|
|
2021
Q2 | $22.9M | Buy |
583,729
+16,603
| +3% | +$646K | 0.88% | 38 |
|
|
2021
Q1 | $20.5M | Buy |
567,126
+32,374
| +6% | +$1.15M | 0.85% | 38 |
|
|
2020
Q4 | $19.7M | Sell |
534,752
-22,341
| -4% | -$819K | 0.86% | 39 |
|
|
2020
Q3 | $19.4M | Buy |
557,093
+6,588
| +1% | +$231K | 0.98% | 33 |
|
|
2020
Q2 | $17.1M | Buy |
550,505
+8,125
| +1% | +$276K | 0.92% | 34 |
|
|
2020
Q1 | $16.8M | Buy |
542,380
+8,232
| +2% | +$281K | 1.03% | 32 |
|
|
2019
Q4 | $19.9M | Buy |
534,148
+16,498
| +3% | +$588K | 1.01% | 32 |
|
|
2019
Q3 | $17.6M | Buy |
517,650
+25,844
| +5% | +$940K | 0.96% | 35 |
|
|
2019
Q2 | $20.2M | Sell |
491,806
-8,150
| -2% | -$324K | 1.11% | 30 |
|
|
2019
Q1 | $20.1M | Sell |
499,956
-17,295
| -3% | -$693K | 1.13% | 31 |
|
|
2018
Q4 | $21.4M | Sell |
517,251
-12,576
| -2% | -$522K | 1.29% | 30 |
|
|
2018
Q3 | $22.2M | Buy |
529,827
+2,153
| +0.4% | +$82.9K | 1.23% | 31 |
|
|
2018
Q2 | $18.2M | Buy |
527,674
+527,619
| +959,307% | +$18M | 1.09% | 31 |
|
|
2018
Q1 | $1K | Sell |
55
-156,192
| -100% | -$5.37M | ﹤0.01% | 550 |
|
|
2017
Q4 | $5.37M | Buy |
156,247
+2,432
| +2% | +$82.9K | 0.33% | 59 |
|
|
2017
Q3 | $5.21M | Buy |
153,815
+115
| +0.1% | +$3.7K | 0.33% | 57 |
|
|
2017
Q2 | $4.9M | Buy |
153,700
+2,080
| +1% | +$65.6K | 0.33% | 60 |
|
|
2017
Q1 | $4.92M | Buy |
151,620
+22,458
| +17% | +$708K | 0.34% | 54 |
|
|
2016
Q4 | $3.98M | Buy |
129,162
+33,673
| +35% | +$1.03M | 0.29% | 58 |
|
|
2016
Q3 | $3.07M | Buy |
95,489
+21,025
| +28% | +$703K | 0.24% | 62 |
|
|
2016
Q2 | $2.49M | Buy |
74,464
+40,653
| +120% | +$1.3M | 0.2% | 64 |
|
|
2016
Q1 | $1.04M | Hold |
33,811
| – | – | 0.1% | 78 |
|
|
2015
Q4 | $1.04M | Buy |
33,811
+510
| +2% | +$16K | 0.1% | 78 |
|
|
2015
Q3 | $992K | Sell |
33,301
-91,096
| -73% | -$2.92M | 0.11% | 70 |
|
|
2015
Q2 | $3.96M | Buy |
124,397
+108,346
| +675% | +$3.53M | 0.26% | 71 |
|
|
2015
Q1 | $530K | Buy |
16,051
+3,086
| +24% | +$98.1K | 0.06% | 75 |
|
|
2014
Q4 | $383K | Buy |
12,965
+1,513
| +13% | +$43.4K | 0.04% | 86 |
|
|
2014
Q3 | $321K | Buy |
11,452
+478
| +4% | +$13.4K | 0.03% | 109 |
|
|
2014
Q2 | $309K | Buy |
10,974
+1,528
| +16% | +$43.6K | 0.03% | 113 |
|
|
2014
Q1 | $288K | Buy |
9,446
+237
| +3% | +$7.07K | 0.03% | 104 |
|
|
2013
Q4 | $268K | Buy |
+9,209
| New | +$268K | 0.03% | 92 |
|
Other funds holding PFE
Destination Wealth Management's PFE Position: Q2 2026 in Review
Destination Wealth Management increased its Pfizer (PFE) stake by 3.5% in Q2 2026, buying an estimated $859K and bringing the position to 976,104 shares worth $23.5M. The position accounts for 0.55% of the portfolio, ranked #56.
Destination Wealth Management first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $34.4M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Destination Wealth Management held 976,104 shares of Pfizer worth $23.5M as of Q2 2026.
- Destination Wealth Management bought 32,854 Pfizer shares in Q2 2026, an estimated $859K.
- Pfizer made up 0.55% of Destination Wealth Management's portfolio in Q2 2026, its #56 holding.
- Destination Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
- Destination Wealth Management's Pfizer position peaked at $34.4M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.