Institute for 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 | $527K | Sell |
21,899
-49
| -0.2% | -$1.28K | 0.05% | 315 |
|
|
2026
Q1 | $616K | Sell |
21,948
-40
| -0.2% | -$1.06K | 0.07% | 274 |
|
|
2025
Q4 | $547K | Sell |
21,988
-721
| -3% | -$18.2K | 0.06% | 294 |
|
|
2025
Q3 | $579K | Sell |
22,709
-173
| -0.8% | -$4.27K | 0.06% | 295 |
|
|
2025
Q2 | $555K | Sell |
22,882
-2
| -0% | -$47 | 0.06% | 291 |
|
|
2025
Q1 | $580K | Sell |
22,884
-191
| -0.8% | -$5K | 0.07% | 264 |
|
|
2024
Q4 | $612K | Sell |
23,075
-1,803
| -7% | -$48.9K | 0.08% | 253 |
|
|
2024
Q3 | $720K | Sell |
24,878
-315
| -1% | -$9.19K | 0.09% | 232 |
|
|
2024
Q2 | $705K | Buy |
25,193
+771
| +3% | +$21.2K | 0.09% | 221 |
|
|
2024
Q1 | $678K | Buy |
24,422
+163
| +0.7% | +$4.52K | 0.09% | 229 |
|
|
2023
Q4 | $698K | Sell |
24,259
-7,411
| -23% | -$224K | 0.11% | 213 |
|
|
2023
Q3 | $1.05M | Sell |
31,670
-433
| -1% | -$15.3K | 0.19% | 130 |
|
|
2023
Q2 | $1.18M | Buy |
32,103
+7
| +0% | +$272 | 0.2% | 126 |
|
|
2023
Q1 | $1.31M | Sell |
32,096
-101
| -0.3% | -$4.36K | 0.25% | 106 |
|
|
2022
Q4 | $1.65M | Sell |
32,197
-541
| -2% | -$25.9K | 0.35% | 73 |
|
|
2022
Q3 | $1.43M | Sell |
32,738
-40
| -0.1% | -$1.94K | 0.32% | 80 |
|
|
2022
Q2 | $1.72M | Sell |
32,778
-1,602
| -5% | -$81.6K | 0.34% | 74 |
|
|
2022
Q1 | $1.78M | Sell |
34,380
-79
| -0.2% | -$4.1K | 0.29% | 85 |
|
|
2021
Q4 | $2.04M | Sell |
34,459
-197
| -0.6% | -$9.76K | 0.33% | 73 |
|
|
2021
Q3 | $1.49M | Sell |
34,656
-410
| -1% | -$18.2K | 0.26% | 95 |
|
|
2021
Q2 | $1.37M | Sell |
35,066
-3,388
| -9% | -$132K | 0.24% | 104 |
|
|
2021
Q1 | $1.39M | Sell |
38,454
-2,960
| -7% | -$105K | 0.26% | 97 |
|
|
2020
Q4 | $1.52M | Buy |
41,414
+779
| +2% | +$28.6K | 0.3% | 82 |
|
|
2020
Q3 | $1.42M | Sell |
40,635
-7,672
| -16% | -$269K | 0.32% | 79 |
|
|
2020
Q2 | $1.5M | Sell |
48,307
-769
| -2% | -$26.1K | 0.37% | 63 |
|
|
2020
Q1 | $1.52M | Sell |
49,076
-2,003
| -4% | -$68.3K | 0.47% | 49 |
|
|
2019
Q4 | $1.9M | Buy |
51,079
+2,872
| +6% | +$102K | 0.43% | 48 |
|
|
2019
Q3 | $1.64M | Sell |
48,207
-13,278
| -22% | -$483K | 0.41% | 54 |
|
|
2019
Q2 | $2.53M | Buy |
61,485
+16,869
| +38% | +$670K | 0.56% | 39 |
|
|
2019
Q1 | $1.8M | Buy |
+44,616
| New | +$1.79M | 0.39% | 55 |
|
|
2018
Q4 | – | Sell |
-64,746
| Closed | -$2.68M | – | 320 |
|
|
2018
Q3 | $2.68M | Sell |
64,746
-3,207
| -5% | -$123K | 0.9% | 23 |
|
|
2018
Q2 | $2.35M | Buy |
67,953
+4,578
| +7% | +$156K | 0.75% | 28 |
|
|
2018
Q1 | $2.18M | Buy |
63,375
+18,911
| +43% | +$650K | 0.64% | 35 |
|
|
2017
Q4 | $1.54M | Sell |
44,464
-2,740
| -6% | -$93.4K | 0.35% | 85 |
|
|
2017
Q3 | $1.6M | Sell |
47,204
-1,408
| -3% | -$45.3K | 0.52% | 57 |
|
|
2017
Q2 | $1.55M | Buy |
+48,612
| New | +$1.53M | 0.43% | 54 |
|
Other funds holding PFE
Institute for Wealth Management's PFE Position: Q2 2026 in Review
Institute for Wealth Management reduced its Pfizer (PFE) stake by 0.22% in Q2 2026, selling an estimated $1.28K and leaving 21,899 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #315.
Institute for Wealth Management first reported a position in PFE in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.68M in Q3 2018. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Institute for Wealth Management held 21,899 shares of Pfizer worth $527K as of Q2 2026.
- Institute for Wealth Management sold 49 Pfizer shares in Q2 2026, an estimated $1.28K.
- Pfizer made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #315 holding.
- Institute for Wealth Management first reported a position in Pfizer in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Pfizer position peaked at $2.68M in Q3 2018.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.