Capstone Wealth Management Group, Inc.’s Pfizer PFE Stock Holding History

Capstone Wealth Management Group, Inc.’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	$221K	Buy	+9,193	New	+$240K	0.13%	116

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s PFE Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Pfizer (PFE) in Q2 2026: 9,193 shares worth $221K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings.

1,115 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Capstone Wealth Management Group, Inc. held 9,193 shares of Pfizer worth $221K as of Q2 2026.
Pfizer was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Pfizer made up 0.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #116 holding.
1,115 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.