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Guardian Wealth Advisors (North Carolina)’s Pfizer PFE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$905K Sell
37,571
-1,598
-4% -$41.8K 0.05% 168
2026
Q1 		$1.1M Buy
39,169
+92
+0.2% +$2.45K 0.07% 149
2025
Q4 		$973K Sell
39,077
-3,123
-7% -$78.8K 0.06% 156
2025
Q3 		$1.08M Buy
42,200
+718
+2% +$17.7K 0.07% 142
2025
Q2 		$1.01M Buy
41,482
+449
+1% +$10.5K 0.07% 141
2025
Q1 		$1.04M Buy
41,033
+871
+2% +$22.8K 0.08% 126
2024
Q4 		$1.07M Buy
40,162
+176
+0.4% +$4.77K 0.08% 126
2024
Q3 		$1.16M Sell
39,986
-10,652
-21% -$311K 0.12% 93
2024
Q2 		$1.42M Sell
50,638
-3,864
-7% -$106K 0.17% 77
2024
Q1 		$1.51M Buy
54,502
+3,276
+6% +$90.9K 0.19% 76
2023
Q4 		$1.47M Buy
51,226
+1,827
+4% +$55.2K 0.22% 67
2023
Q3 		$1.64M Buy
49,399
+1,004
+2% +$35.5K 0.28% 58
2023
Q2 		$1.78M Buy
48,395
+22
+0% +$856 0.3% 41
2023
Q1 		$1.97M Sell
48,373
-464
-1% -$20K 0.35% 32
2022
Q4 		$2.5M Buy
48,837
+74
+0.2% +$3.55K 0.48% 26
2022
Q3 		$2.13M Buy
48,763
+5,565
+13% +$270K 0.4% 28
2022
Q2 		$2.27M Buy
43,198
+33,452
+343% +$1.7M 0.41% 25
2022
Q1 		$505K Buy
9,746
+1,612
+20% +$83.6K 0.22% 84
2021
Q4 		$480K Buy
+8,134
New +$403K 0.21% 92

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

Guardian Wealth Advisors (North Carolina)'s PFE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Pfizer (PFE) stake by 4.1% in Q2 2026, selling an estimated $41.8K and leaving 37,571 shares worth $905K. The position accounts for 0.05% of the portfolio, ranked #168.

Guardian Wealth Advisors (North Carolina) first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 37,571 shares of Pfizer worth $905K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,598 Pfizer shares in Q2 2026, an estimated $41.8K.
  • Pfizer made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #168 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Pfizer position peaked at $2.5M in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.