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Elmwood Wealth Management’s Pfizer PFE Stock Holding History

Elmwood 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 		$306K Sell
12,723
-303
-2% -$7.93K 0.08% 159
2026
Q1 		$366K Sell
13,026
-84
-0.6% -$2.24K 0.1% 138
2025
Q4 		$326K Buy
13,110
+1,754
+15% +$44.2K 0.1% 137
2025
Q3 		$289K Buy
11,356
+1,075
+10% +$26.5K 0.1% 124
2025
Q2 		$249K Sell
10,281
-45
-0.4% -$1.05K 0.1% 120
2025
Q1 		$262K Hold
10,326
– – 0.11% 119
2024
Q4 		$274K Sell
10,326
-50
-0.5% -$1.36K 0.11% 117
2024
Q3 		$300K Sell
10,376
-37
-0.4% -$1.08K 0.12% 116
2024
Q2 		$291K Sell
10,413
-1,200
-10% -$33K 0.13% 108
2024
Q1 		$322K Buy
11,613
+1,004
+9% +$27.9K 0.14% 106
2023
Q4 		$305K Sell
10,609
-9,164
-46% -$277K 0.21% 91
2023
Q3 		$656K Sell
19,773
-10
-0.1% -$354 0.32% 87
2023
Q2 		$726K Sell
19,783
-85
-0.4% -$3.31K 0.34% 83
2023
Q1 		$811K Buy
19,868
+30
+0.2% +$1.3K 0.38% 79
2022
Q4 		$1.02M Buy
19,838
+191
+1% +$9.16K 0.51% 72
2022
Q3 		$860K Buy
19,647
+400
+2% +$19.4K 0.43% 73
2022
Q2 		$1.01M Hold
19,247
– – 0.57% 66
2022
Q1 		$996K Hold
19,247
– – 0.51% 69
2021
Q4 		$1.14M Buy
+19,247
New +$954K 0.54% 64
2021
Q2 		$739K Hold
18,872
– – 0.39% 74
2021
Q1 		$684K Buy
+18,872
New +$670K 0.42% 72
2020
Q3 		$614K Hold
19,786
– – 0.5% 66
2020
Q2 		$614K Buy
19,786
+1,143
+6% +$38.8K 0.5% 66
2020
Q1 		$628K Sell
18,643
-898
-5% -$30.6K 0.6% 60
2019
Q4 		$726K Hold
19,541
– – 0.63% 63
2019
Q3 		$666K Hold
19,541
– – 0.67% 56
2019
Q2 		$803K Hold
19,541
– – 0.71% 56
2019
Q1 		$787K Hold
19,541
– – 0.73% 54
2018
Q4 		$809K Buy
19,541
+1,054
+6% +$43.8K 0.78% 49
2018
Q3 		$773K Hold
18,487
– – 0.64% 60
2018
Q2 		$636K Sell
18,487
-156
-0.8% -$5.33K 0.58% 63
2018
Q1 		$628K Buy
+18,643
New +$641K 0.6% 60

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Elmwood Wealth Management reduced its Pfizer (PFE) stake by 2.3% in Q2 2026, selling an estimated $7.93K and leaving 12,723 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #159.

Elmwood Wealth Management first reported a position in PFE in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.14M in Q4 2021. 557 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Elmwood Wealth Management held 12,723 shares of Pfizer worth $306K as of Q2 2026.
  • Elmwood Wealth Management sold 303 Pfizer shares in Q2 2026, an estimated $7.93K.
  • Pfizer made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Elmwood Wealth Management first reported a position in Pfizer in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's Pfizer position peaked at $1.14M in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.