Forvis Mazars Wealth Advisors’s Pfizer PFE Stock Holding History

Forvis Mazars 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	$1.07M	Sell	44,567 -932	-2%	-$24.4K	0.02%	215
2026 Q1	$1.28M	Buy	45,499 +442	+1%	+$11.8K	0.02%	190
2025 Q4	$1.12M	Sell	45,057 -2,035	-4%	-$51.3K	0.02%	197
2025 Q3	$1.2M	Sell	47,092 -1,826	-4%	-$45.1K	0.02%	191
2025 Q2	$1.19M	Sell	48,918 -3,571	-7%	-$83.3K	0.03%	192
2025 Q1	$1.33M	Buy	52,489 +1,996	+4%	+$52.2K	0.03%	183
2024 Q4	$1.34M	Sell	50,493 -13,185	-21%	-$358K	0.03%	192
2024 Q3	$1.84M	Sell	63,678 -15,975	-20%	-$466K	0.04%	172
2024 Q2	$2.23M	Sell	79,653 -18,974	-19%	-$522K	0.06%	150
2024 Q1	$2.74M	Sell	98,627 -53,037	-35%	-$1.47M	0.07%	133
2023 Q4	$4.37M	Sell	151,664 -12,112	-7%	-$366K	0.12%	92
2023 Q3	$5.43M	Sell	163,776 -31,296	-16%	-$1.11M	0.16%	78
2023 Q2	$7.16M	Buy	195,072 +41,661	+27%	+$1.62M	0.21%	74
2023 Q1	$6.26M	Buy	153,411 +2,526	+2%	+$109K	0.2%	72
2022 Q4	$7.73M	Sell	150,885 -1,054	-0.7%	-$50.5K	0.27%	63
2022 Q3	$6.65M	Buy	151,939 +2,952	+2%	+$143K	0.27%	59
2022 Q2	$7.81M	Buy	148,987 +20,663	+16%	+$1.05M	0.32%	50
2022 Q1	$6.64M	Buy	128,324 +7,599	+6%	+$394K	0.28%	44
2021 Q4	$7.13M	Sell	120,725 -1,452	-1%	-$71.9K	0.3%	40
2021 Q3	$5.25M	Sell	122,177 -7,441	-6%	-$330K	0.24%	46
2021 Q2	$5.08M	Sell	129,618 -7,389	-5%	-$287K	0.24%	47
2021 Q1	$4.96M	Sell	137,007 -7,127	-5%	-$253K	0.25%	44
2020 Q4	$5.31M	Sell	144,134 -2,743	-2%	-$101K	0.27%	46
2020 Q3	$5.11M	Buy	146,877 +4,410	+3%	+$155K	0.3%	46
2020 Q2	$4.42M	Buy	142,467 +4,933	+4%	+$168K	0.29%	46
2020 Q1	$4.26M	Buy	137,534 +31,732	+30%	+$1.08M	0.35%	40
2019 Q4	$3.93M	Buy	105,802 +9,614	+10%	+$342K	0.28%	47
2019 Q3	$3.28M	Buy	96,188 +1,281	+1%	+$46.6K	0.26%	49
2019 Q2	$3.9M	Sell	94,907 -12,857	-12%	-$511K	0.32%	39
2019 Q1	$4.34M	Sell	107,764 -2,184	-2%	-$87.5K	0.36%	38
2018 Q4	$4.55M	Buy	109,948 +2,699	+3%	+$112K	0.47%	27
2018 Q3	$4.48M	Sell	107,249 -311	-0.3%	-$12K	0.39%	33
2018 Q2	$3.7M	Buy	107,560 +333	+0.3%	+$11.4K	0.36%	39
2018 Q1	$3.61M	Sell	107,227 -2,035	-2%	-$70K	0.36%	37
2017 Q4	$3.75M	Buy	109,262 +3,637	+3%	+$124K	0.38%	34
2017 Q3	$3.58M	Buy	105,625 +3,328	+3%	+$107K	0.39%	31
2017 Q2	$3.26M	Sell	102,297 -1,086	-1%	-$34.2K	0.37%	37
2017 Q1	$3.36M	Buy	103,383 +9,246	+10%	+$292K	0.41%	33
2016 Q4	$2.9M	Buy	94,137 +8,257	+10%	+$252K	0.38%	39
2016 Q3	$2.76M	Buy	85,880 +1,883	+2%	+$63K	0.38%	39
2016 Q2	$2.81M	Buy	83,997 +17	+0%	+$543	0.42%	36
2016 Q1	$2.36M	Buy	83,980 +3,414	+4%	+$97.5K	0.38%	40
2015 Q4	$2.47M	Buy	80,566 +696	+0.9%	+$21.9K	0.37%	35
2015 Q3	$2.38M	Sell	79,870 -5,354	-6%	-$172K	0.42%	32
2015 Q2	$2.71M	Sell	85,224 -6,833	-7%	-$223K	0.41%	34
2015 Q1	$3.04M	Sell	92,057 -161	-0.2%	-$5.12K	0.44%	33
2014 Q4	$2.73M	Buy	92,218 +2,953	+3%	+$84.7K	0.45%	35
2014 Q3	$2.5M	Buy	89,265 +220	+0.2%	+$6.17K	0.43%	35
2014 Q2	$2.51M	Sell	89,045 -7,414	-8%	-$211K	0.43%	38
2014 Q1	$2.93M	Buy	96,459 +5,094	+6%	+$152K	0.52%	28
2013 Q4	$2.65M	Sell	91,365 -3,781	-4%	-$110K	0.49%	34
2013 Q3	$2.59M	Buy	95,146 +2,194	+2%	+$59.7K	0.53%	34
2013 Q2	$2.47M	Buy	+92,952	New	+$2.57M	1.96%	13

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

Forvis Mazars Wealth Advisors's PFE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Pfizer (PFE) stake by 2% in Q2 2026, selling an estimated $24.4K and leaving 44,567 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #215.

Forvis Mazars Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.81M in Q2 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Forvis Mazars Wealth Advisors held 44,567 shares of Pfizer worth $1.07M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 932 Pfizer shares in Q2 2026, an estimated $24.4K.
Pfizer made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Forvis Mazars Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Forvis Mazars Wealth Advisors's Pfizer position peaked at $7.81M in Q2 2022.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.