DWM
PFE icon

Dogwood Wealth Management’s Pfizer PFE Stock Holding History

Dogwood 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 		$12K Sell
498
-516
-51% -$13.5K ﹤0.01% 344
2026
Q1 		$28.5K Buy
1,014
+502
+98% +$13.4K 0.01% 192
2025
Q4 		$12.7K Buy
512
+47
+10% +$1.19K 0.01% 261
2025
Q3 		$11.8K Sell
465
-17
-4% -$420 0.01% 250
2025
Q2 		$12.4K Buy
482
+364
+308% +$8.49K 0.01% 238
2025
Q1 		$2.99K Buy
118
+113
+2,260% +$2.96K ﹤0.01% 291
2024
Q4 		$131 Sell
5
-609
-99% -$16.5K ﹤0.01% 266
2024
Q3 		$17.8K Buy
614
+8
+1% +$233 0.01% 147
2024
Q2 		$16.9K Buy
606
+601
+12,020% +$16.5K 0.01% 148
2024
Q1 		$149 Sell
5
-294
-98% -$8.16K ﹤0.01% 237
2023
Q4 		$8.61K Buy
+299
New +$9.04K 0.01% 175

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

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

Dogwood Wealth Management reduced its Pfizer (PFE) stake by 51% in Q2 2026, selling an estimated $13.5K and leaving 498 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Dogwood Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.5K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Dogwood Wealth Management held 498 shares of Pfizer worth $12K as of Q2 2026.
  • Dogwood Wealth Management sold 516 Pfizer shares in Q2 2026, an estimated $13.5K.
  • Pfizer made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Dogwood Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Pfizer position peaked at $28.5K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.