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JPL Wealth Management’s Pfizer PFE Stock Holding History

JPL 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 		$285K Sell
11,838
-567
-5% -$14.8K 0.06% 114
2026
Q1 		$348K Buy
12,405
+1,632
+15% +$43.4K 0.08% 102
2025
Q4 		$268K Sell
10,773
-677
-6% -$17.1K 0.07% 106
2025
Q3 		$292K Buy
11,450
+196
+2% +$4.84K 0.07% 107
2025
Q2 		$273K Buy
11,254
+15
+0.1% +$350 0.07% 103
2025
Q1 		$285K Buy
11,239
+35
+0.3% +$916 0.08% 102
2024
Q4 		$297K Buy
+11,204
New +$304K 0.09% 109
2024
Q1 		– Sell
-39,493
Closed -$1.14M – 118
2023
Q4 		$1.14M Buy
+39,493
New +$1.19M 0.82% 60

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

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

JPL Wealth Management reduced its Pfizer (PFE) stake by 4.6% in Q2 2026, selling an estimated $14.8K and leaving 11,838 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #114.

JPL Wealth Management first reported a position in PFE in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • JPL Wealth Management held 11,838 shares of Pfizer worth $285K as of Q2 2026.
  • JPL Wealth Management sold 567 Pfizer shares in Q2 2026, an estimated $14.8K.
  • Pfizer made up 0.06% of JPL Wealth Management's portfolio in Q2 2026, its #114 holding.
  • JPL Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 8 quarters since.
  • JPL Wealth Management's Pfizer position peaked at $1.14M in Q4 2023.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.