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IBEX Wealth Advisors’s Pfizer PFE Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-53
Closed -$6K – 302
2019
Q2 		$6K Buy
+53
New +$2.1K ﹤0.01% 347

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

IBEX Wealth Advisors's PFE Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Pfizer (PFE) stake by 3.4% in Q2 2026, buying an estimated $336K and bringing the position to 389,557 shares worth $9.38M. The position accounts for 0.74% of the portfolio, ranked #49.

IBEX Wealth Advisors first reported a position in PFE in Q3 2016 and has held it in 27 quarters since. The position peaked at $10.6M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • IBEX Wealth Advisors held 389,557 shares of Pfizer worth $9.38M as of Q2 2026.
  • IBEX Wealth Advisors bought 12,836 Pfizer shares in Q2 2026, an estimated $336K.
  • Pfizer made up 0.74% of IBEX Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • IBEX Wealth Advisors first reported a position in Pfizer in Q3 2016 and has held it in 27 quarters since.
  • IBEX Wealth Advisors's Pfizer position peaked at $10.6M in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.