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Jeppson Wealth Management’s Pfizer PFE Stock Holding History

Jeppson 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 		$980K Buy
40,696
+13
+0% +$340 0.29% 83
2026
Q1 		$1.14M Sell
40,683
-208
-0.5% -$5.54K 0.36% 66
2025
Q4 		$1.02M Buy
40,891
+1,640
+4% +$41.4K 0.32% 72
2025
Q3 		$1M Buy
39,251
+1,725
+5% +$42.6K 0.32% 74
2025
Q2 		$910K Buy
37,526
+4,411
+13% +$103K 0.31% 78
2025
Q1 		$839K Buy
33,115
+2,548
+8% +$66.7K 0.31% 82
2024
Q4 		$811K Sell
30,567
-2,165
-7% -$58.7K 0.29% 83
2024
Q3 		$947K Buy
32,732
+1,072
+3% +$31.3K 0.34% 76
2024
Q2 		$886K Buy
31,660
+1,025
+3% +$28.2K 0.34% 74
2024
Q1 		$850K Buy
30,635
+7,207
+31% +$200K 0.33% 79
2023
Q4 		$674K Sell
23,428
-37,800
-62% -$1.14M 0.28% 90
2023
Q3 		$2.03M Buy
61,228
+1,604
+3% +$56.7K 0.93% 23
2023
Q2 		$2.19M Buy
59,624
+560
+0.9% +$21.8K 0.95% 22
2023
Q1 		$2.41M Sell
59,064
-2,221
-4% -$95.9K 1.05% 21
2022
Q4 		$3.14M Sell
61,285
-164
-0.3% -$7.86K 1.32% 11
2022
Q3 		$2.69M Buy
61,449
+3,067
+5% +$149K 1.22% 14
2022
Q2 		$3.06M Buy
58,382
+2,074
+4% +$106K 1.32% 12
2022
Q1 		$2.92M Buy
56,308
+749
+1% +$38.9K 1.36% 14
2021
Q4 		$3.28M Sell
55,559
-1,042
-2% -$51.6K 1.58% 11
2021
Q3 		$2.43M Sell
56,601
-220
-0.4% -$9.75K 1.27% 15
2021
Q2 		$2.23M Buy
56,821
+150
+0.3% +$5.83K 1.21% 15
2021
Q1 		$2.05M Buy
56,671
+5,780
+11% +$205K 1.22% 17
2020
Q4 		$1.87M Sell
50,891
-1,452
-3% -$53.3K 1.25% 15
2020
Q3 		$1.82M Buy
+52,343
New +$1.84M 1.43% 12

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

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

Jeppson Wealth Management increased its Pfizer (PFE) stake by 0.03% in Q2 2026, buying an estimated $340 and bringing the position to 40,696 shares worth $980K. The position accounts for 0.29% of the portfolio, ranked #83.

Jeppson Wealth Management first reported a position in PFE in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.28M in Q4 2021. 2,826 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Jeppson Wealth Management held 40,696 shares of Pfizer worth $980K as of Q2 2026.
  • Jeppson Wealth Management bought 13 Pfizer shares in Q2 2026, an estimated $340.
  • Pfizer made up 0.29% of Jeppson Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Jeppson Wealth Management first reported a position in Pfizer in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Pfizer position peaked at $3.28M in Q4 2021.
  • 2,826 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.