Elk River Wealth Management’s Pfizer PFE Stock Holding History

Elk River 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	$419K	Sell	17,404 -368	-2%	-$9.63K	0.07%	84
2026 Q1	$499K	Hold	17,772	–	–	0.08%	74
2025 Q4	$443K	Sell	17,772 -1,100	-6%	-$27.7K	0.07%	76
2025 Q3	$481K	Hold	18,872	–	–	0.08%	71
2025 Q2	$457K	Hold	18,872	–	–	0.08%	72
2025 Q1	$478K	Hold	18,872	–	–	0.09%	68
2024 Q4	$501K	Sell	18,872 -2,200	-10%	-$59.7K	0.09%	72
2024 Q3	$610K	Hold	21,072	–	–	0.11%	63
2024 Q2	$590K	Sell	21,072 -57	-0.3%	-$1.57K	0.12%	59
2024 Q1	$586K	Sell	21,129 -545	-3%	-$15.1K	0.12%	62
2023 Q4	$624K	Sell	21,674 -6,455	-23%	-$195K	0.12%	68
2023 Q3	$933K	Sell	28,129 -489	-2%	-$17.3K	0.21%	52
2023 Q2	$1.05M	Sell	28,618 -224	-0.8%	-$8.72K	0.22%	50
2023 Q1	$1.18M	Hold	28,842	–	–	0.27%	49
2022 Q4	$1.48M	Sell	28,842 -300	-1%	-$14.4K	0.36%	51
2022 Q3	$1.27M	Sell	29,142 -215	-0.7%	-$10.4K	0.34%	52
2022 Q2	$1.54M	Hold	29,357	–	–	0.39%	55
2022 Q1	$1.52M	Hold	29,357	–	–	0.33%	54
2021 Q4	$1.73M	Buy	29,357 +315	+1%	+$15.6K	0.39%	52
2021 Q3	$1.25M	Hold	29,042	–	–	0.32%	54
2021 Q2	$1.14M	Sell	29,042 -330	-1%	-$12.8K	0.29%	60
2021 Q1	$1.06M	Sell	29,372 -140	-0.5%	-$4.97K	0.3%	59
2020 Q4	$1.09M	Buy	+29,512	New	+$1.08M	0.36%	60

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elk River Wealth Management's PFE Position: Q2 2026 in Review

Elk River Wealth Management reduced its Pfizer (PFE) stake by 2.1% in Q2 2026, selling an estimated $9.63K and leaving 17,404 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #84.

Elk River Wealth Management first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2021. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Elk River Wealth Management held 17,404 shares of Pfizer worth $419K as of Q2 2026.
Elk River Wealth Management sold 368 Pfizer shares in Q2 2026, an estimated $9.63K.
Pfizer made up 0.07% of Elk River Wealth Management's portfolio in Q2 2026, its #84 holding.
Elk River Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
Elk River Wealth Management's Pfizer position peaked at $1.73M in Q4 2021.
2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.