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Todd Wealth Management, LLC’s Pfizer PFE Stock Holding History

Todd Wealth Management, 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 		$342K Sell
14,184
-660
-4% -$17.3K 0.26% 74
2026
Q1 		$417K Sell
14,844
-304
-2% -$8.09K 0.38% 61
2025
Q4 		$377K Buy
+15,148
New +$382K 0.34% 65

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's PFE Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Pfizer (PFE) stake by 4.4% in Q2 2026, selling an estimated $17.3K and leaving 14,184 shares worth $342K. The position accounts for 0.26% of the portfolio, ranked #74.

Todd Wealth Management, LLC first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Todd Wealth Management, LLC held 14,184 shares of Pfizer worth $342K as of Q2 2026.
  • Todd Wealth Management, LLC sold 660 Pfizer shares in Q2 2026, an estimated $17.3K.
  • Pfizer made up 0.26% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #74 holding.
  • Todd Wealth Management, LLC first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's Pfizer position peaked at $417K in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.