IWM
PFE icon

IHT Wealth Management’s Pfizer PFE Stock Holding History

IHT 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 		$3.57M Buy
148,377
+16,367
+12% +$428K 0.08% 265
2026
Q1 		$3.71M Buy
132,010
+14,970
+13% +$399K 0.09% 234
2025
Q4 		$2.91M Sell
117,040
-60,771
-34% -$1.53M 0.07% 269
2025
Q3 		$4.53M Buy
177,811
+2,103
+1% +$51.9K 0.11% 177
2025
Q2 		$4.26M Buy
175,708
+11,587
+7% +$270K 0.12% 171
2025
Q1 		$4.16M Buy
164,121
+3,741
+2% +$97.9K 0.13% 160
2024
Q4 		$4.25M Sell
160,380
-19,359
-11% -$525K 0.14% 146
2024
Q3 		$5.2M Buy
179,739
+41,302
+30% +$1.2M 0.15% 135
2024
Q2 		$3.87M Buy
138,437
+8,795
+7% +$242K 0.14% 145
2024
Q1 		$3.6M Buy
129,642
+30,354
+31% +$842K 0.14% 139
2023
Q4 		$2.86M Buy
99,288
+14,919
+18% +$451K 0.13% 160
2023
Q3 		$2.8M Buy
84,369
+7,800
+10% +$276K 0.14% 148
2023
Q2 		$2.81M Sell
76,569
-304
-0.4% -$11.8K 0.15% 137
2023
Q1 		$3.14M Buy
76,873
+3,140
+4% +$136K 0.18% 117
2022
Q4 		$3.78M Buy
73,733
+3,253
+5% +$156K 0.24% 96
2022
Q3 		$3.08M Buy
70,480
+12,744
+22% +$619K 0.23% 94
2022
Q2 		$3.03M Buy
57,736
+121
+0.2% +$6.17K 0.27% 82
2022
Q1 		$2.98M Buy
57,615
+4,014
+7% +$208K 0.23% 94
2021
Q4 		$3.17M Sell
53,601
-1,599
-3% -$79.2K 0.23% 94
2021
Q3 		$2.37M Sell
55,200
-34,119
-38% -$1.51M 0.19% 118
2021
Q2 		$3.5M Sell
89,319
-9,972
-10% -$388K 0.22% 95
2021
Q1 		$3.6M Buy
99,291
+3,089
+3% +$110K 0.26% 86
2020
Q4 		$3.54M Buy
96,202
+1,819
+2% +$66.7K 0.29% 72
2020
Q3 		$3.29M Buy
94,383
+34,622
+58% +$1.21M 0.33% 66
2020
Q2 		$1.85M Sell
59,761
-13,753
-19% -$467K 0.25% 94
2020
Q1 		$2.28M Sell
73,514
-4,192
-5% -$143K 0.33% 73
2019
Q4 		$2.89M Buy
77,706
+1,685
+2% +$60K 0.34% 64
2019
Q3 		$2.6M Buy
76,021
+12,955
+21% +$471K 0.35% 63
2019
Q2 		$2.55M Buy
63,066
+5,003
+9% +$199K 0.37% 60
2019
Q1 		$2.34M Buy
58,063
+6,487
+13% +$260K 0.39% 58
2018
Q4 		$2.14M Buy
51,576
+15,339
+42% +$637K 0.41% 58
2018
Q3 		$1.51M Sell
36,237
-512
-1% -$19.7K 0.33% 78
2018
Q2 		$1.26M Buy
36,749
+9,249
+34% +$316K 0.32% 84
2018
Q1 		$914K Sell
27,500
-11,342
-29% -$390K 0.25% 101
2017
Q4 		$1.34M Buy
38,842
+22,940
+144% +$782K 0.36% 58
2017
Q3 		$545K Sell
15,902
-4,610
-22% -$148K 0.23% 107
2017
Q2 		$1K Buy
20,512
+84
+0.4% +$2.65K ﹤0.01% 1344
2017
Q1 		$663K Sell
20,428
-936
-4% -$29.5K 0.44% 54
2016
Q4 		$669K Buy
+21,364
New +$652K 0.51% 47

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

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

IHT Wealth Management increased its Pfizer (PFE) stake by 12% in Q2 2026, buying an estimated $428K and bringing the position to 148,377 shares worth $3.57M. The position accounts for 0.08% of the portfolio, ranked #265.

IHT Wealth Management first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.2M in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • IHT Wealth Management held 148,377 shares of Pfizer worth $3.57M as of Q2 2026.
  • IHT Wealth Management bought 16,367 Pfizer shares in Q2 2026, an estimated $428K.
  • Pfizer made up 0.08% of IHT Wealth Management's portfolio in Q2 2026, its #265 holding.
  • IHT Wealth Management first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
  • IHT Wealth Management's Pfizer position peaked at $5.2M in Q3 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.