Jamison Private Wealth Management’s Pfizer PFE Stock Holding History

Jamison Private 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	$2.56M	Buy	106,195 +12,450	+13%	+$326K	0.26%	82
2026 Q1	$2.63M	Sell	93,745 -4,320	-4%	-$115K	0.32%	71
2025 Q4	$2.44M	Sell	98,065 -8,385	-8%	-$211K	0.3%	74
2025 Q3	$2.71M	Sell	106,450 -11,162	-9%	-$276K	0.34%	69
2025 Q2	$2.85M	Sell	117,612 -4,745	-4%	-$111K	0.41%	61
2025 Q1	$3.1M	Sell	122,357 -4,391	-3%	-$115K	0.47%	57
2024 Q4	$3.36M	Sell	126,748 -15,187	-11%	-$412K	0.5%	53
2024 Q3	$4.11M	Sell	141,935 -5,005	-3%	-$146K	0.63%	50
2024 Q2	$4.11M	Sell	146,940 -7,467	-5%	-$206K	0.68%	44
2024 Q1	$4.28M	Buy	154,407 +33	+0%	+$916	0.72%	47
2023 Q4	$4.44M	Sell	154,374 -3,290	-2%	-$99.5K	0.83%	42
2023 Q3	$5.23M	Buy	+157,664	New	+$5.58M	1.08%	31

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jamison Private Wealth Management's PFE Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $326K and bringing the position to 106,195 shares worth $2.56M. The position accounts for 0.26% of the portfolio, ranked #82.

Jamison Private Wealth Management first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.23M in Q3 2023. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Jamison Private Wealth Management held 106,195 shares of Pfizer worth $2.56M as of Q2 2026.
Jamison Private Wealth Management bought 12,450 Pfizer shares in Q2 2026, an estimated $326K.
Pfizer made up 0.26% of Jamison Private Wealth Management's portfolio in Q2 2026, its #82 holding.
Jamison Private Wealth Management first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Pfizer position peaked at $5.23M in Q3 2023.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.