HWM
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HB Wealth Management’s Pfizer PFE Stock Holding History

HB 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 		$8.44M Buy
350,351
+6,362
+2% +$166K 0.05% 191
2026
Q1 		$9.66M Buy
343,989
+15,142
+5% +$403K 0.06% 161
2025
Q4 		$8.19M Sell
328,847
-3,356
-1% -$84.6K 0.05% 180
2025
Q3 		$8.46M Buy
332,203
+40,675
+14% +$1M 0.06% 178
2025
Q2 		$7.07M Buy
291,528
+42,200
+17% +$984K 0.06% 178
2025
Q1 		$6.32M Buy
249,328
+50,968
+26% +$1.33M 0.05% 189
2024
Q4 		$5.26M Sell
198,360
-1,254
-0.6% -$34K 0.05% 158
2024
Q3 		$5.78M Buy
199,614
+10,611
+6% +$310K 0.06% 142
2024
Q2 		$5.29M Sell
189,003
-237
-0.1% -$6.53K 0.06% 143
2024
Q1 		$5.25M Buy
189,240
+25,493
+16% +$707K 0.07% 145
2023
Q4 		$4.71M Sell
163,747
-41,434
-20% -$1.25M 0.07% 141
2023
Q3 		$6.81M Sell
205,181
-1,724
-0.8% -$61K 0.11% 95
2023
Q2 		$7.59M Buy
206,905
+6,836
+3% +$266K 0.12% 91
2023
Q1 		$8.16M Sell
200,069
-141,341
-41% -$6.1M 0.14% 76
2022
Q4 		$17.5M Buy
341,410
+309
+0.1% +$14.8K 0.32% 37
2022
Q3 		$14.9M Buy
341,101
+72,680
+27% +$3.53M 0.32% 34
2022
Q2 		$14.1M Buy
268,421
+16,956
+7% +$864K 0.29% 34
2022
Q1 		$13M Buy
251,465
+30,768
+14% +$1.6M 0.24% 40
2021
Q4 		$13M Buy
+220,697
New +$10.9M 0.26% 36

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 $3.38T AUM 44.17% 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

HB Wealth Management's PFE Position: Q2 2026 in Review

HB Wealth Management increased its Pfizer (PFE) stake by 1.8% in Q2 2026, buying an estimated $166K and bringing the position to 350,351 shares worth $8.44M. The position accounts for 0.05% of the portfolio, ranked #191.

HB Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2022. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • HB Wealth Management held 350,351 shares of Pfizer worth $8.44M as of Q2 2026.
  • HB Wealth Management bought 6,362 Pfizer shares in Q2 2026, an estimated $166K.
  • Pfizer made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #191 holding.
  • HB Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Pfizer position peaked at $17.5M in Q4 2022.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.