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Joseph Group Capital Management’s Pfizer PFE Stock Holding History

Joseph Group Capital 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 		$19.4K Sell
804
-169
-17% -$4.42K ﹤0.01% 244
2026
Q1 		$27.3K Buy
973
+721
+286% +$19.2K 0.01% 154
2025
Q4 		$6.28K Buy
+252
New +$6.36K ﹤0.01% 242
2024
Q4 		– Sell
-1,229
Closed -$35.6K – 87
2024
Q3 		$35.6K Buy
1,229
+771
+168% +$22.5K 0.01% 72
2024
Q2 		$12.8K Sell
458
-750
-62% -$20.6K 0.01% 69
2024
Q1 		$33.5K Sell
1,208
-1,720
-59% -$47.7K 0.02% 70
2023
Q4 		$84.3K Sell
2,928
-58,387
-95% -$1.77M 0.05% 58
2023
Q3 		$2.03M Buy
61,315
+14,808
+32% +$524K 1.46% 11
2023
Q2 		$1.71M Buy
46,507
+9,656
+26% +$376K 1.43% 22
2023
Q1 		$1.5M Buy
36,851
+5,726
+18% +$247K 1.32% 21
2022
Q4 		$1.59M Sell
31,125
-443
-1% -$21.2K 1.52% 13
2022
Q3 		$1.38M Buy
31,568
+1,906
+6% +$92.6K 1.51% 15
2022
Q2 		$1.55M Buy
29,662
+397
+1% +$20.2K 1.56% 11
2022
Q1 		$1.51M Buy
29,265
+699
+2% +$36.3K 1.53% 15
2021
Q4 		$1.69M Buy
+28,566
New +$1.42M 1.62% 15

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

Joseph Group Capital Management's PFE Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Pfizer (PFE) stake by 17% in Q2 2026, selling an estimated $4.42K and leaving 804 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Joseph Group Capital Management first reported a position in PFE in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.03M in Q3 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Joseph Group Capital Management held 804 shares of Pfizer worth $19.4K as of Q2 2026.
  • Joseph Group Capital Management sold 169 Pfizer shares in Q2 2026, an estimated $4.42K.
  • Pfizer made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #244 holding.
  • Joseph Group Capital Management first reported a position in Pfizer in Q4 2021 and has held it in 15 quarters since.
  • Joseph Group Capital Management's Pfizer position peaked at $2.03M in Q3 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.