Inlight 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
$2.37M Sell
98,407
-278
-0.3% -$7.27K 0.75% 26
2026
Q1
$2.77M Sell
98,685
-1,660
-2% -$44.2K 1.03% 21
2025
Q4
$2.5M Sell
100,345
-5,932
-6% -$150K 0.91% 27
2025
Q3
$2.71M Sell
106,277
-933
-0.9% -$23K 1.27% 21
2025
Q2
$2.6M Sell
107,210
-4,961
-4% -$116K 1.35% 20
2025
Q1
$2.84M Sell
112,171
-9,788
-8% -$256K 1.76% 19
2024
Q4
$3.24M Buy
+121,959
New +$3.31M 2.13% 17

Other funds holding PFE

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

Inlight Wealth Management reduced its Pfizer (PFE) stake by 0.28% in Q2 2026, selling an estimated $7.27K and leaving 98,407 shares worth $2.37M. The position accounts for 0.75% of the portfolio, ranked #26.

Inlight Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q4 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Inlight Wealth Management held 98,407 shares of Pfizer worth $2.37M as of Q2 2026.
  • Inlight Wealth Management sold 278 Pfizer shares in Q2 2026, an estimated $7.27K.
  • Pfizer made up 0.75% of Inlight Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Inlight Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Inlight Wealth Management's Pfizer position peaked at $3.24M in Q4 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.