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Eads & Heald Wealth Management’s Pfizer PFE Stock Holding History

Eads & Heald 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 		$220K Sell
9,119
-1,687
-16% -$44.1K 0.11% 140
2026
Q1 		$303K Buy
10,806
+280
+3% +$7.46K 0.15% 130
2025
Q4 		$262K Buy
10,526
+1,908
+22% +$48.1K 0.13% 132
2025
Q3 		$220K Buy
+8,618
New +$213K 0.11% 135
2025
Q2 		– Sell
-9,325
Closed -$236K – 141
2025
Q1 		$236K Buy
+9,325
New +$244K 0.12% 133
2024
Q4 		– Sell
-8,858
Closed -$256K – 144
2024
Q3 		$256K Buy
8,858
+45
+0.5% +$1.31K 0.12% 134
2024
Q2 		$247K Buy
8,813
+1,121
+15% +$30.9K 0.12% 130
2024
Q1 		$213K Sell
7,692
-450
-6% -$12.5K 0.1% 139
2023
Q4 		$234K Sell
8,142
-4,803
-37% -$145K 0.11% 137
2023
Q3 		$429K Sell
12,945
-3,090
-19% -$109K 0.23% 114
2023
Q2 		$588K Buy
16,035
+4,035
+34% +$157K 0.29% 103
2023
Q1 		$490K Buy
12,000
+4,518
+60% +$195K 0.24% 112
2022
Q4 		$383K Sell
7,482
-140
-2% -$6.71K 0.19% 120
2022
Q3 		$334K Sell
7,622
-740
-9% -$36K 0.19% 121
2022
Q2 		$438K Sell
8,362
-340
-4% -$17.3K 0.24% 114
2022
Q1 		$451K Sell
8,702
-2,274
-21% -$118K 0.21% 115
2021
Q4 		$648K Sell
10,976
-644
-6% -$31.9K 0.28% 109
2021
Q3 		$500K Sell
11,620
-10
-0.1% -$443 0.24% 111
2021
Q2 		$455K Buy
11,630
+195
+2% +$7.58K 0.22% 111
2021
Q1 		$414K Buy
11,435
+1,214
+12% +$43.1K 0.21% 114
2020
Q4 		$376K Sell
10,221
-552
-5% -$20.2K 0.2% 114
2020
Q3 		$375K Buy
10,773
+611
+6% +$21.4K 0.22% 108
2020
Q2 		$315K Sell
10,162
-26
-0.3% -$883 0.19% 109
2020
Q1 		$315K Buy
10,188
+332
+3% +$11.3K 0.22% 110
2019
Q4 		$366K Buy
9,856
+258
+3% +$9.19K 0.19% 115
2019
Q3 		$327K Buy
+9,598
New +$349K 0.18% 114

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

Eads & Heald Wealth Management's PFE Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Pfizer (PFE) stake by 16% in Q2 2026, selling an estimated $44.1K and leaving 9,119 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #140.

Eads & Heald Wealth Management first reported a position in PFE in Q3 2019 and has held it in 26 quarters since. The position peaked at $648K in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Eads & Heald Wealth Management held 9,119 shares of Pfizer worth $220K as of Q2 2026.
  • Eads & Heald Wealth Management sold 1,687 Pfizer shares in Q2 2026, an estimated $44.1K.
  • Pfizer made up 0.11% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Eads & Heald Wealth Management first reported a position in Pfizer in Q3 2019 and has held it in 26 quarters since.
  • Eads & Heald Wealth Management's Pfizer position peaked at $648K in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.