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Finer Wealth Management’s Pfizer PFE Stock Holding History

Finer 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 		$286K Buy
11,896
+653
+6% +$17.1K 0.13% 77
2026
Q1 		$316K Buy
11,243
+3,191
+40% +$85K 0.16% 73
2025
Q4 		$200K Buy
8,052
+1
+0% +$25 0.1% 81
2025
Q3 		$205K Buy
+8,051
New +$199K 0.1% 83
2025
Q2 		– Sell
-9,442
Closed -$239K – 90
2025
Q1 		$239K Sell
9,442
-5,607
-37% -$147K 0.14% 76
2024
Q4 		$399K Sell
15,049
-1,200
-7% -$32.5K 0.23% 65
2024
Q3 		$470K Sell
16,249
-28,203
-63% -$823K 0.29% 58
2024
Q2 		$1.24M Sell
44,452
-16,034
-27% -$441K 0.8% 29
2024
Q1 		$1.68M Sell
60,486
-14,495
-19% -$402K 1.1% 25
2023
Q4 		$2.16M Sell
74,981
-10,222
-12% -$309K 1.61% 20
2023
Q3 		$2.83M Buy
85,203
+3,944
+5% +$139K 2.26% 12
2023
Q2 		$2.98M Buy
81,259
+1,489
+2% +$58K 2.33% 12
2023
Q1 		$3.25M Buy
79,770
+5,864
+8% +$253K 2.75% 9
2022
Q4 		$3.79M Buy
73,906
+198
+0.3% +$9.49K 3.54% 5
2022
Q3 		$3.23M Sell
73,708
-114
-0.2% -$5.54K 3.17% 7
2022
Q2 		$3.87M Buy
73,822
+491
+0.7% +$25K 3.53% 5
2022
Q1 		$3.8M Buy
73,331
+1,619
+2% +$84K 3.1% 6
2021
Q4 		$4.24M Buy
+71,712
New +$3.55M 3.51% 6

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

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

Finer Wealth Management increased its Pfizer (PFE) stake by 5.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 11,896 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #77.

Finer Wealth Management first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.24M in Q4 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Finer Wealth Management held 11,896 shares of Pfizer worth $286K as of Q2 2026.
  • Finer Wealth Management bought 653 Pfizer shares in Q2 2026, an estimated $17.1K.
  • Pfizer made up 0.13% of Finer Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Finer Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Pfizer position peaked at $4.24M in Q4 2021.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.