Johnson & White Wealth Management’s Pfizer PFE Stock Holding History

Johnson & White 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	$527K	Buy	21,890 +27	+0.1%	+$706	0.2%	75
2026 Q1	$614K	Sell	21,863 -874	-4%	-$23.3K	0.26%	70
2025 Q4	$566K	Buy	22,737 +8,316	+58%	+$210K	0.25%	73
2025 Q3	$367K	Buy	+14,421	New	+$356K	0.17%	83
2023 Q4	–	Sell	-14,363	Closed	-$476K	–	80
2023 Q3	$476K	Buy	+14,363	New	+$508K	0.43%	54
2023 Q2	–	Sell	-13,642	Closed	-$557K	–	63
2023 Q1	$557K	Buy	13,642 +8,117	+147%	+$351K	0.5%	47
2022 Q4	$368K	Sell	5,525 -6,443	-54%	-$309K	0.37%	59
2022 Q3	$524K	Buy	+11,968	New	+$582K	0.59%	43

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

Johnson & White Wealth Management's PFE Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Pfizer (PFE) stake by 0.12% in Q2 2026, buying an estimated $706 and bringing the position to 21,890 shares worth $527K. The position accounts for 0.2% of the portfolio, ranked #75.

Johnson & White Wealth Management first reported a position in PFE in Q3 2022 and has held it in 8 quarters since. The position peaked at $614K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Johnson & White Wealth Management held 21,890 shares of Pfizer worth $527K as of Q2 2026.
Johnson & White Wealth Management bought 27 Pfizer shares in Q2 2026, an estimated $706.
Pfizer made up 0.2% of Johnson & White Wealth Management's portfolio in Q2 2026, its #75 holding.
Johnson & White Wealth Management first reported a position in Pfizer in Q3 2022 and has held it in 8 quarters since.
Johnson & White Wealth Management's Pfizer position peaked at $614K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.