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Golden State Wealth Management’s Pfizer PFE Stock Holding History

Golden State 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 		$272K Buy
11,293
+1,080
+11% +$28.3K 0.02% 369
2026
Q1 		$287K Sell
10,213
-3,527
-26% -$93.9K 0.03% 331
2025
Q4 		$342K Sell
13,740
-4,026
-23% -$102K 0.04% 309
2025
Q3 		$453K Sell
17,766
-8,691
-33% -$215K 0.05% 254
2025
Q2 		$641K Sell
26,457
-5,481
-17% -$128K 0.08% 192
2025
Q1 		$809K Sell
31,938
-382
-1% -$10K 0.12% 147
2024
Q4 		$857K Buy
+32,320
New +$877K 0.13% 132
2022
Q1 		$642K Sell
12,402
-13,525
-52% -$702K 0.13% 150
2021
Q4 		$1.53M Buy
25,927
+11,926
+85% +$591K 0.26% 72
2021
Q3 		$602K Sell
14,001
-112
-0.8% -$4.96K 0.13% 144
2021
Q2 		$553K Buy
14,113
+1,912
+16% +$74.4K 0.12% 150
2021
Q1 		$442K Sell
12,201
-10,874
-47% -$386K 0.15% 112
2020
Q4 		$849K Buy
23,075
+6,837
+42% +$251K 0.25% 81
2020
Q3 		$565K Sell
16,238
-19,591
-55% -$687K 0.19% 88
2020
Q2 		$1.11M Buy
35,829
+23,606
+193% +$802K 0.29% 68
2020
Q1 		$379K Buy
12,223
+4,644
+61% +$158K 0.17% 92
2019
Q4 		$282K Sell
7,579
-3,324
-30% -$118K 0.05% 43
2019
Q3 		$372K Buy
10,903
+674
+7% +$24.5K 0.12% 138
2019
Q2 		$420K Sell
10,229
-121
-1% -$4.8K 0.13% 135
2019
Q1 		$417K Buy
+10,350
New +$414K 0.14% 135

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

Golden State Wealth Management's PFE Position: Q2 2026 in Review

Golden State Wealth Management increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $28.3K and bringing the position to 11,293 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #369.

Golden State Wealth Management first reported a position in PFE in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Golden State Wealth Management held 11,293 shares of Pfizer worth $272K as of Q2 2026.
  • Golden State Wealth Management bought 1,080 Pfizer shares in Q2 2026, an estimated $28.3K.
  • Pfizer made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Golden State Wealth Management first reported a position in Pfizer in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Pfizer position peaked at $1.53M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.