JFS Wealth Advisors’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 | $983K | Sell |
40,840
-1,154
| -3% | -$30.2K | 0.05% | 171 |
|
|
2026
Q1 | $1.18M | Sell |
41,994
-1,799
| -4% | -$47.9K | 0.07% | 150 |
|
|
2025
Q4 | $1.09M | Sell |
43,793
-3,897
| -8% | -$98.3K | 0.06% | 155 |
|
|
2025
Q3 | $1.22M | Buy |
47,690
+4,485
| +10% | +$111K | 0.07% | 151 |
|
|
2025
Q2 | $1.05M | Sell |
43,205
-676
| -2% | -$15.8K | 0.07% | 147 |
|
|
2025
Q1 | $1.11M | Buy |
43,881
+1,623
| +4% | +$42.5K | 0.08% | 141 |
|
|
2024
Q4 | $1.12M | Sell |
42,258
-3,288
| -7% | -$89.2K | 0.08% | 133 |
|
|
2024
Q3 | $1.32M | Buy |
45,546
+71
| +0.2% | +$2.07K | 0.09% | 126 |
|
|
2024
Q2 | $1.27M | Sell |
45,475
-1,238
| -3% | -$34.1K | 0.1% | 100 |
|
|
2024
Q1 | $1.3M | Sell |
46,713
-1,104
| -2% | -$30.6K | 0.1% | 96 |
|
|
2023
Q4 | $1.38M | Sell |
47,817
-381
| -0.8% | -$11.5K | 0.12% | 93 |
|
|
2023
Q3 | $1.6M | Buy |
48,198
+947
| +2% | +$33.5K | 0.15% | 90 |
|
|
2023
Q2 | $1.73M | Buy |
47,251
+868
| +2% | +$33.8K | 0.16% | 88 |
|
|
2023
Q1 | $1.89M | Sell |
46,383
-239
| -0.5% | -$10.3K | 0.18% | 84 |
|
|
2022
Q4 | $2.39M | Sell |
46,622
-894
| -2% | -$42.9K | 0.23% | 72 |
|
|
2022
Q3 | $2.08M | Sell |
47,516
-300
| -0.6% | -$14.6K | 0.23% | 78 |
|
|
2022
Q2 | $2.51M | Buy |
47,816
+508
| +1% | +$25.9K | 0.26% | 63 |
|
|
2022
Q1 | $2.45M | Buy |
47,308
+297
| +0.6% | +$15.4K | 0.23% | 79 |
|
|
2021
Q4 | $2.78M | Buy |
47,011
+2,514
| +6% | +$125K | 0.26% | 74 |
|
|
2021
Q3 | $1.91M | Buy |
44,497
+320
| +0.7% | +$14.2K | 0.2% | 83 |
|
|
2021
Q2 | $1.73M | Buy |
44,177
+61
| +0.1% | +$2.37K | 0.26% | 61 |
|
|
2021
Q1 | $1.6M | Sell |
44,116
-1,041
| -2% | -$37K | 0.33% | 58 |
|
|
2020
Q4 | $1.66M | Sell |
45,157
-2,857
| -6% | -$105K | 0.35% | 58 |
|
|
2020
Q3 | $1.67M | Buy |
48,014
+4
| +0% | +$140 | 0.4% | 53 |
|
|
2020
Q2 | $1.49M | Sell |
48,010
-6,950
| -13% | -$236K | 0.39% | 54 |
|
|
2020
Q1 | $1.7M | Buy |
54,960
+2,258
| +4% | +$76.9K | 0.51% | 48 |
|
|
2019
Q4 | $1.96M | Sell |
52,702
-429
| -0.8% | -$15.3K | 0.48% | 51 |
|
|
2019
Q3 | $1.81M | Sell |
53,131
-1,173
| -2% | -$42.7K | 0.46% | 51 |
|
|
2019
Q2 | $2.23M | Buy |
54,304
+2
| +0% | +$79 | 0.56% | 43 |
|
|
2019
Q1 | $2.19M | Sell |
54,302
-1,496
| -3% | -$59.9K | 0.57% | 40 |
|
|
2018
Q4 | $2.31M | Sell |
55,798
-2,193
| -4% | -$91K | 0.62% | 39 |
|
|
2018
Q3 | $2.42M | Buy |
57,991
+66
| +0.1% | +$2.54K | 0.62% | 33 |
|
|
2018
Q2 | $1.99M | Sell |
57,925
-218
| -0.4% | -$7.45K | 0.53% | 40 |
|
|
2018
Q1 | $1.96M | Sell |
58,143
-591
| -1% | -$20.3K | 0.52% | 42 |
|
|
2017
Q4 | $2.02M | Buy |
58,734
+179
| +0.3% | +$6.1K | 0.49% | 43 |
|
|
2017
Q3 | $1.98M | Buy |
58,555
+5,864
| +11% | +$188K | 0.51% | 43 |
|
|
2017
Q2 | $1.68M | Sell |
52,691
-1,305
| -2% | -$41.2K | 0.46% | 53 |
|
|
2017
Q1 | $1.66M | Hold |
53,996
| – | – | 0.45% | 55 |
|
|
2016
Q4 | $1.66M | Sell |
53,996
-2,258
| -4% | -$68.9K | 0.45% | 55 |
|
|
2016
Q3 | $1.81M | Sell |
56,254
-90
| -0.2% | -$3.01K | 0.52% | 52 |
|
|
2016
Q2 | $1.88M | Sell |
56,344
-116
| -0.2% | -$3.7K | 0.52% | 49 |
|
|
2016
Q1 | $1.59M | Sell |
56,460
-1,826
| -3% | -$52.2K | 0.47% | 52 |
|
|
2015
Q4 | $1.78M | Buy |
58,286
+2,543
| +5% | +$80K | 0.51% | 40 |
|
|
2015
Q3 | $1.66M | Sell |
55,743
-2,281
| -4% | -$73.1K | 0.73% | 34 |
|
|
2015
Q2 | $1.85M | Sell |
58,024
-12
| -0% | -$391 | 0.95% | 22 |
|
|
2015
Q1 | $1.92M | Sell |
58,036
-343
| -0.6% | -$10.9K | 0.9% | 23 |
|
|
2014
Q4 | $1.73M | Buy |
58,379
+5,996
| +11% | +$172K | 0.27% | 25 |
|
|
2014
Q3 | $1.47M | Sell |
52,383
-8,509
| -14% | -$239K | 0.26% | 24 |
|
|
2014
Q2 | $1.72M | Sell |
60,892
-154
| -0.3% | -$4.39K | 0.31% | 24 |
|
|
2014
Q1 | $1.86M | Sell |
61,046
-324
| -0.5% | -$9.66K | 1.03% | 23 |
|
|
2013
Q4 | $1.78M | Buy |
61,370
+198
| +0.3% | +$5.76K | 0.78% | 28 |
|
|
2013
Q3 | $1.67M | Sell |
61,172
-371
| -0.6% | -$10.1K | 0.78% | 29 |
|
|
2013
Q2 | $1.64M | Buy |
+61,543
| New | +$1.7M | 0.82% | 28 |
|
Other funds holding PFE
JFS Wealth Advisors's PFE Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Pfizer (PFE) stake by 2.7% in Q2 2026, selling an estimated $30.2K and leaving 40,840 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #171.
JFS Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.78M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- JFS Wealth Advisors held 40,840 shares of Pfizer worth $983K as of Q2 2026.
- JFS Wealth Advisors sold 1,154 Pfizer shares in Q2 2026, an estimated $30.2K.
- Pfizer made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #171 holding.
- JFS Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- JFS Wealth Advisors's Pfizer position peaked at $2.78M in Q4 2021.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.