GC Wealth Management RIA’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
$336K Sell
13,942
-309
-2% -$8.08K 0.02% 396
2026
Q1
$400K Sell
14,251
-4,205
-23% -$112K 0.02% 384
2025
Q4
$460K Sell
18,456
-48,783
-73% -$1.23M 0.02% 376
2025
Q3
$1.71M Buy
67,239
+43,227
+180% +$1.07M 0.06% 236
2025
Q2
$582K Buy
24,012
+7,611
+46% +$177K 0.05% 291
2025
Q1
$416K Sell
16,401
-2,955
-15% -$77.3K 0.08% 206
2024
Q4
$514K Sell
19,356
-2,646
-12% -$71.8K 0.09% 169
2024
Q3
$637K Sell
22,002
-3,549
-14% -$104K 0.11% 161
2024
Q2
$715K Sell
25,551
-11,367
-31% -$313K 0.14% 130
2024
Q1
$1.02M Buy
36,918
+1,453
+4% +$40.3K 0.21% 98
2023
Q4
$1.02M Buy
+35,465
New +$1.07M 0.46% 60

Other funds holding PFE

GC Wealth Management RIA's PFE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $8.08K and leaving 13,942 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #396.

GC Wealth Management RIA first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • GC Wealth Management RIA held 13,942 shares of Pfizer worth $336K as of Q2 2026.
  • GC Wealth Management RIA sold 309 Pfizer shares in Q2 2026, an estimated $8.08K.
  • Pfizer made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #396 holding.
  • GC Wealth Management RIA first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's Pfizer position peaked at $1.71M in Q3 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.