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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Pfizer PFE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$19.3K Buy
803
+507
+171% +$13.3K 0.01% 400
2026
Q1 		$8.31K Sell
296
-250
-46% -$6.66K ﹤0.01% 408
2025
Q4 		$13.6K Hold
546
– – ﹤0.01% 395
2025
Q3 		$13.9K Buy
546
+296
+118% +$7.31K ﹤0.01% 380
2025
Q2 		$6.06K Sell
250
-250
-50% -$5.83K ﹤0.01% 390
2025
Q1 		$12.7K Sell
500
-600
-55% -$15.7K ﹤0.01% 350
2024
Q4 		$29.2K Buy
1,100
+600
+120% +$16.3K 0.01% 310
2024
Q3 		$14.5K Hold
500
– – 0.01% 285
2024
Q2 		$14K Hold
500
– – 0.01% 266
2024
Q1 		$13.9K Hold
500
– – 0.01% 263
2023
Q4 		$14.4K Sell
500
-1,601
-76% -$48.4K 0.01% 238
2023
Q3 		$69.7K Sell
2,101
-7,747
-79% -$274K 0.05% 148
2023
Q2 		$81.8K Buy
9,848
+7,756
+371% +$302K 0.06% 140
2023
Q1 		$85.4K Buy
2,092
+809
+63% +$34.9K 0.07% 134
2022
Q4 		$65.7K Buy
+1,283
New +$61.5K 0.06% 143

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PFE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Pfizer (PFE) stake by 171% in Q2 2026, buying an estimated $13.3K and bringing the position to 803 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #400.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $85.4K in Q1 2023. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 803 shares of Pfizer worth $19.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 507 Pfizer shares in Q2 2026, an estimated $13.3K.
  • Pfizer made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #400 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Pfizer position peaked at $85.4K in Q1 2023.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.