Focused Wealth Management’s Pfizer PFE Stock Holding History

Focused 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	$393K	Buy	+16,300	New	+$426K	0.03%	158
2026 Q1	–	Sell	-49,000	Closed	-$1.22M	–	255
2025 Q4	$1.22M	Hold	49,000	–	–	0.13%	69
2025 Q3	$1.25M	Buy	+49,000	New	+$1.21M	0.13%	69
2021 Q4	–	Sell	-14,000	Closed	-$11K	–	1075
2021 Q3	$11K	Buy	+14,000	New	+$620K	﹤0.01%	588

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

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. 2,827 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.
2,827 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.