Focused Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.89M Buy
119,833
+4,575
+4% +$120K 0.25% 49
2026
Q1
$3.24M Buy
115,258
+5,541
+5% +$148K 0.34% 44
2025
Q4
$2.73M Sell
109,717
-266
-0.2% -$6.71K 0.29% 46
2025
Q3
$2.8M Buy
109,983
+1,511
+1% +$37.3K 0.3% 43
2025
Q2
$2.63M Buy
108,472
+2,862
+3% +$66.7K 0.32% 42
2025
Q1
$2.68M Buy
105,610
+9,429
+10% +$247K 0.36% 36
2024
Q4
$2.55M Sell
96,181
-8,515
-8% -$231K 0.34% 36
2024
Q3
$3.03M Sell
104,696
-608
-0.6% -$17.7K 0.39% 38
2024
Q2
$2.95M Sell
105,304
-13,379
-11% -$368K 0.42% 32
2024
Q1
$3.29M Sell
118,683
-15,052
-11% -$418K 0.51% 33
2023
Q4
$3.85M Buy
133,735
+33,184
+33% +$1M 0.63% 28
2023
Q3
$3.34M Buy
100,551
+9,989
+11% +$353K 0.59% 30
2023
Q2
$3.32M Buy
90,562
+15,519
+21% +$604K 0.6% 29
2023
Q1
$3.06M Sell
75,043
-2,580
-3% -$111K 0.62% 27
2022
Q4
$3.98M Buy
77,623
+602
+0.8% +$28.9K 0.81% 23
2022
Q3
$3.37M Sell
77,021
-19,527
-20% -$949K 0.71% 25
2022
Q2
$5.06M Sell
96,548
-5,258
-5% -$268K 0.92% 20
2022
Q1
$5.27M Sell
101,806
-2,512
-2% -$130K 0.83% 23
2021
Q4
$6.16M Buy
104,318
+1,811
+2% +$89.7K 0.95% 20
2021
Q3
$4.41M Buy
102,507
+1,169
+1% +$51.8K 0.72% 24
2021
Q2
$3.97M Buy
101,338
+1,287
+1% +$50K 0.65% 24
2021
Q1
$3.63M Buy
100,051
+17,920
+22% +$636K 0.64% 23
2020
Q4
$3.02M Buy
82,131
+10,073
+14% +$369K 0.59% 26
2020
Q3
$2.51M Sell
72,058
-739
-1% -$25.9K 0.55% 28
2020
Q2
$2.26M Buy
72,797
+2,885
+4% +$98K 0.52% 28
2020
Q1
$2.17M Buy
69,912
+837
+1% +$28.5K 0.62% 24
2019
Q4
$2.57M Buy
69,075
+550
+0.8% +$19.6K 0.61% 27
2019
Q3
$2.34M Sell
68,525
-564
-0.8% -$20.5K 0.65% 26
2019
Q2
$2.84M Sell
69,089
-143
-0.2% -$5.68K 0.76% 21
2019
Q1
$2.79M Sell
69,232
-1,443
-2% -$57.8K 0.84% 20
2018
Q4
$2.93M Sell
70,675
-17,629
-20% -$732K 1% 20
2018
Q3
$3.69M Buy
88,304
+54,433
+161% +$2.1M 1.26% 17
2018
Q2
$1.17M Sell
33,871
-2,929
-8% -$100K 0.4% 47
2018
Q1
$1.24M Buy
36,800
+4,114
+13% +$141K 0.4% 44
2017
Q4
$1.12M Buy
32,686
+311
+1% +$10.6K 0.36% 44
2017
Q3
$1.1M Buy
32,375
+455
+1% +$14.6K 0.37% 46
2017
Q2
$1.02M Buy
31,920
+4,664
+17% +$147K 0.38% 43
2017
Q1
$885K Buy
27,256
+140
+0.5% +$4.41K 0.35% 51
2016
Q4
$836K Buy
27,116
+287
+1% +$8.76K 0.35% 44
2016
Q3
$862K Buy
26,829
+54
+0.2% +$1.81K 0.38% 41
2016
Q2
$894K Buy
26,775
+718
+3% +$22.9K 0.41% 41
2016
Q1
$733K Buy
26,057
+11,903
+84% +$340K 0.4% 45
2015
Q4
$433K Buy
14,154
+398
+3% +$12.5K 0.25% 68
2015
Q3
$410K Buy
13,756
+130
+1% +$4.17K 0.26% 64
2015
Q2
$433K Sell
13,626
-1,442
-10% -$47K 0.27% 62
2015
Q1
$497K Buy
15,068
+195
+1% +$6.2K 0.31% 61
2014
Q4
$440K Buy
14,873
+214
+1% +$6.14K 0.31% 62
2014
Q3
$411K Buy
14,659
+3,440
+31% +$96.5K 0.32% 66
2014
Q2
$316K Buy
11,219
+774
+7% +$22.1K 0.25% 68
2014
Q1
$318K Sell
10,445
-73
-0.7% -$2.18K 0.27% 64
2013
Q4
$306K Buy
10,518
+296
+3% +$8.62K 0.26% 70
2013
Q3
$279K Buy
+10,222
New +$278K 0.27% 65

Other funds holding PFE

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

Focused Wealth Management increased its Pfizer (PFE) stake by 4% in Q2 2026, buying an estimated $120K and bringing the position to 119,833 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #49.

Focused Wealth Management first reported a position in PFE in Q3 2013 and has held it in 52 quarters since. The position peaked at $6.16M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Focused Wealth Management held 119,833 shares of Pfizer worth $2.89M as of Q2 2026.
  • Focused Wealth Management bought 4,575 Pfizer shares in Q2 2026, an estimated $120K.
  • Pfizer made up 0.25% of Focused Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Focused Wealth Management first reported a position in Pfizer in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Pfizer position peaked at $6.16M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.