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Jackson Thornton Wealth Management’s Pfizer PFE Stock Holding History

Jackson Thornton 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 		$384K Buy
15,962
+1,294
+9% +$33.8K 0.03% 207
2026
Q1 		$395K Buy
14,668
+1,953
+15% +$52K 0.04% 137
2025
Q4 		$323K Buy
12,715
+240
+2% +$6.05K 0.03% 179
2025
Q3 		$320K Buy
12,475
+1,858
+18% +$45.9K 0.03% 172
2025
Q2 		$272K Buy
+10,617
New +$248K 0.03% 95

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

Jackson Thornton Wealth Management's PFE Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Pfizer (PFE) stake by 8.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 15,962 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #207.

Jackson Thornton Wealth Management first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $395K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Jackson Thornton Wealth Management held 15,962 shares of Pfizer worth $384K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,294 Pfizer shares in Q2 2026, an estimated $33.8K.
  • Pfizer made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Jackson Thornton Wealth Management first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Pfizer position peaked at $395K in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.