Flagship Wealth Advisors’s Pfizer PFE Stock Holding History

Flagship Wealth Advisors’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	$366K	Sell	15,206 -625	-4%	-$16.3K	0.08%	113
2026 Q1	$384K	Buy	15,831 +1,520	+11%	+$40.5K	0.16%	70
2025 Q4	$356K	Buy	14,311 +474	+3%	+$12K	0.1%	93
2025 Q3	$353K	Sell	13,837 -1,994	-13%	-$49.2K	0.12%	88
2025 Q2	$384K	Buy	15,831 +6	+0%	+$140	0.14%	79
2025 Q1	$401K	Buy	15,825 +5	+0%	+$131	0.17%	72
2024 Q4	$420K	Buy	+15,820	New	+$429K	0.25%	56

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

Flagship Wealth Advisors's PFE Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Pfizer (PFE) stake by 3.9% in Q2 2026, selling an estimated $16.3K and leaving 15,206 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #113.

Flagship Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Flagship Wealth Advisors held 15,206 shares of Pfizer worth $366K as of Q2 2026.
Flagship Wealth Advisors sold 625 Pfizer shares in Q2 2026, an estimated $16.3K.
Pfizer made up 0.08% of Flagship Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Flagship Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Pfizer position peaked at $420K in Q4 2024.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.