HighMark Wealth Management’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
$105K Buy
4,377
+32
+0.7% +$837 0.04% 120
2026
Q1
$122K Sell
4,345
-48
-1% -$1.28K 0.05% 100
2025
Q4
$109K Buy
4,393
+112
+3% +$2.82K 0.04% 108
2025
Q3
$109K Buy
4,281
+32
+0.8% +$790 0.05% 112
2025
Q2
$103K Buy
4,249
+2,350
+124% +$54.8K 0.05% 113
2025
Q1
$48.1K Buy
1,899
+120
+7% +$3.14K 0.03% 129
2024
Q4
$47.2K Sell
1,779
-2,291
-56% -$62.1K 0.03% 135
2024
Q3
$118K Buy
4,070
+25
+0.6% +$729 0.06% 92
2024
Q2
$113K Buy
4,045
+2,243
+124% +$61.8K 0.07% 89
2024
Q1
$50K Buy
1,802
+125
+7% +$3.47K 0.03% 136
2023
Q4
$48.3K Sell
1,677
-128
-7% -$3.87K 0.04% 135
2023
Q3
$59.9K Buy
1,805
+18
+1% +$637 0.05% 105
2023
Q2
$65.6K Buy
1,787
+18
+1% +$701 0.05% 101
2023
Q1
$72.2K Buy
1,769
+16
+0.9% +$691 0.06% 109
2022
Q4
$89.8K Buy
1,753
+12
+0.7% +$575 0.07% 82
2022
Q3
$76K Buy
1,741
+14
+0.8% +$680 0.06% 77
2022
Q2
$91K Buy
1,727
+52
+3% +$2.65K 0.07% 70
2022
Q1
$87K Buy
1,675
+12
+0.7% +$623 0.06% 79
2021
Q4
$98K Buy
1,663
+11
+0.7% +$545 0.06% 80
2021
Q3
$71K Buy
1,652
+13
+0.8% +$576 0.05% 99
2021
Q2
$64K Buy
1,639
+15
+0.9% +$583 0.05% 99
2021
Q1
$59K Buy
1,624
+16
+1% +$568 0.05% 93
2020
Q4
$59K Sell
1,608
-71
-4% -$2.6K 0.05% 89
2020
Q3
$58K Buy
1,679
+67
+4% +$2.35K 0.05% 99
2020
Q2
$50K Buy
1,612
+15
+0.9% +$510 0.05% 81
2020
Q1
$49K Buy
1,597
+16
+1% +$545 0.06% 67
2019
Q4
$58K Buy
+1,581
New +$56.3K 0.06% 77

Other funds holding PFE

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

HighMark Wealth Management increased its Pfizer (PFE) stake by 0.74% in Q2 2026, buying an estimated $837 and bringing the position to 4,377 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #120.

HighMark Wealth Management first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $122K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • HighMark Wealth Management held 4,377 shares of Pfizer worth $105K as of Q2 2026.
  • HighMark Wealth Management bought 32 Pfizer shares in Q2 2026, an estimated $837.
  • Pfizer made up 0.04% of HighMark Wealth Management's portfolio in Q2 2026, its #120 holding.
  • HighMark Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Pfizer position peaked at $122K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.