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FSM Wealth Advisors’s Pfizer PFE Stock Holding History

FSM 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 		$580K Sell
24,073
-3,377
-12% -$88.3K 0.06% 168
2026
Q1 		$771K Sell
27,450
-1,060
-4% -$28.2K 0.1% 117
2025
Q4 		$710K Sell
28,510
-1,135
-4% -$28.6K 0.1% 121
2025
Q3 		$755K Buy
29,645
+1,124
+4% +$27.7K 0.11% 116
2025
Q2 		$720K Buy
28,521
+11,766
+70% +$274K 0.12% 111
2025
Q1 		$425K Buy
16,755
+1,330
+9% +$34.8K 0.1% 120
2024
Q4 		$409K Sell
15,425
-3,557
-19% -$96.5K 0.1% 114
2024
Q3 		$549K Buy
18,982
+3,688
+24% +$108K 0.15% 87
2024
Q2 		$428K Buy
15,294
+73
+0.5% +$2.01K 0.14% 92
2024
Q1 		$422K Sell
15,221
-2,951
-16% -$81.9K 0.15% 94
2023
Q4 		$523K Buy
18,172
+5
+0% +$151 0.22% 80
2023
Q3 		$603K Sell
18,167
-480
-3% -$17K 0.3% 67
2023
Q2 		$672K Buy
18,647
+50
+0.3% +$1.95K 0.34% 64
2023
Q1 		$759K Buy
18,597
+1,277
+7% +$55.2K 0.44% 50
2022
Q4 		$887K Sell
17,320
-2,384
-12% -$114K 0.63% 40
2022
Q3 		$862K Buy
19,704
+6,939
+54% +$337K 0.72% 41
2022
Q2 		$633K Buy
+12,765
New +$650K 0.63% 44

Other funds holding PFE

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

FSM Wealth Advisors reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $88.3K and leaving 24,073 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #168.

FSM Wealth Advisors first reported a position in PFE in Q2 2022 and has held it in 17 quarters since. The position peaked at $887K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • FSM Wealth Advisors held 24,073 shares of Pfizer worth $580K as of Q2 2026.
  • FSM Wealth Advisors sold 3,377 Pfizer shares in Q2 2026, an estimated $88.3K.
  • Pfizer made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • FSM Wealth Advisors first reported a position in Pfizer in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Pfizer position peaked at $887K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.