IWM
PFE icon

IMG Wealth Management’s Pfizer PFE Stock Holding History

IMG 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 		$23.7K Buy
983
+106
+12% +$2.77K 0.01% 237
2026
Q1 		$24.6K Sell
877
-2,452
-74% -$65.3K 0.02% 220
2025
Q4 		$82.9K Sell
3,329
-859
-21% -$21.7K 0.05% 141
2025
Q3 		$107K Hold
4,188
– – 0.07% 119
2025
Q2 		$102K Buy
4,188
+1,338
+47% +$31.2K 0.08% 117
2025
Q1 		$72.2K Hold
2,850
– – 0.06% 125
2024
Q4 		$75.6K Buy
+2,850
New +$77.3K 0.07% 120

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

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

IMG Wealth Management increased its Pfizer (PFE) stake by 12% in Q2 2026, buying an estimated $2.77K and bringing the position to 983 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #237.

IMG Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q3 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • IMG Wealth Management held 983 shares of Pfizer worth $23.7K as of Q2 2026.
  • IMG Wealth Management bought 106 Pfizer shares in Q2 2026, an estimated $2.77K.
  • Pfizer made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #237 holding.
  • IMG Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Pfizer position peaked at $107K in Q3 2025.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.