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Future Financial Wealth Management’s Pfizer PFE Stock Holding History

Future Financial 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 		$612K Sell
24,465
-697
-3% -$18.2K 0.38% 53
2026
Q1 		$684K Buy
25,162
+3,004
+14% +$80K 0.44% 44
2025
Q4 		$565K Buy
22,158
+1,304
+6% +$32.9K 0.38% 53
2025
Q3 		$531K Sell
20,854
-996
-5% -$24.6K 0.33% 55
2025
Q2 		$530K Buy
21,850
+388
+2% +$9.05K 0.36% 54
2025
Q1 		$544K Buy
21,462
+7,329
+52% +$192K 0.4% 52
2024
Q4 		$375K Buy
14,133
+753
+6% +$20.4K 0.27% 71
2024
Q3 		$387K Sell
13,380
-997
-7% -$29.1K 0.28% 71
2024
Q2 		$402K Sell
14,377
-1,580
-10% -$43.5K 0.35% 68
2024
Q1 		$443K Buy
15,957
+3,929
+33% +$109K 0.34% 61
2023
Q4 		$346K Buy
12,028
+944
+9% +$28.5K 0.34% 70
2023
Q3 		$368K Sell
11,084
-997
-8% -$35.3K 0.41% 60
2023
Q2 		$443K Buy
12,081
+2,637
+28% +$103K 0.47% 54
2023
Q1 		$391K Sell
9,444
-1,338
-12% -$57.8K 0.43% 65
2022
Q4 		$552K Buy
10,782
+428
+4% +$20.5K 0.63% 52
2022
Q3 		$543K Buy
10,354
+85
+0.8% +$4.13K 0.63% 51
2022
Q2 		$532K Hold
10,269
– – 0.52% 64
2022
Q1 		$532K Buy
10,269
+44
+0.4% +$2.28K 0.44% 64
2021
Q4 		$579K Sell
10,225
-207
-2% -$10.3K 0.46% 58
2021
Q3 		$409K Hold
10,432
– – 0.42% 74
2021
Q2 		$409K Buy
10,432
+1
+0% +$39 0.42% 74
2021
Q1 		$378K Buy
10,431
+1,003
+11% +$35.6K 0.43% 70
2020
Q4 		$347K Buy
+9,428
New +$346K 0.4% 76

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Future Financial Wealth Management's PFE Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Pfizer (PFE) stake by 2.8% in Q2 2026, selling an estimated $18.2K and leaving 24,465 shares worth $612K. The position accounts for 0.38% of the portfolio, ranked #53.

Future Financial Wealth Management first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $684K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Future Financial Wealth Management held 24,465 shares of Pfizer worth $612K as of Q2 2026.
  • Future Financial Wealth Management sold 697 Pfizer shares in Q2 2026, an estimated $18.2K.
  • Pfizer made up 0.38% of Future Financial Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Future Financial Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Pfizer position peaked at $684K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.