JWM
PFE icon

Jupiter Wealth Management’s Pfizer PFE Stock Holding History

Jupiter 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 		$936K Sell
38,850
-11,200
-22% -$293K 0.37% 51
2026
Q1 		$1.3M Hold
50,050
– – 0.51% 41
2025
Q4 		$1.37M Buy
50,050
+17,450
+54% +$440K 0.61% 40
2025
Q3 		$831K Hold
32,600
– – 0.39% 52
2025
Q2 		$820K Hold
32,600
– – 0.41% 52
2025
Q1 		$750K Sell
32,600
-39,150
-55% -$1.02M 0.45% 47
2024
Q4 		$1.9M Buy
71,750
+4,000
+6% +$108K 0.95% 27
2024
Q3 		$1.96M Sell
67,750
-3,390
-5% -$98.9K 1% 28
2024
Q2 		$2.17M Buy
71,140
+3,390
+5% +$93.3K 1.15% 28
2024
Q1 		$1.92M Buy
67,750
+10,150
+18% +$282K 1.01% 30
2023
Q4 		$1.66M Buy
57,600
+9,000
+19% +$272K 0.98% 28
2023
Q3 		$1.43M Hold
48,600
– – 0.93% 29
2023
Q2 		$1.78M Sell
48,600
-2,600
-5% -$101K 1.53% 18
2023
Q1 		$2.09M Buy
51,200
+2,600
+5% +$112K 1.92% 19
2022
Q4 		$2.49M Hold
48,600
– – 2.41% 15
2022
Q3 		$2.13M Sell
48,600
-41,685
-46% -$2.03M 2.13% 18
2022
Q2 		$4.73M Hold
90,285
– – 4.31% 7
2022
Q1 		$4.67M Buy
90,285
+19,685
+28% +$1.02M 2.92% 10
2021
Q4 		$4.17M Sell
70,600
-11,030
-14% -$546K 2.16% 16
2021
Q3 		$4M Buy
81,630
+20,000
+32% +$886K 1.89% 18
2021
Q2 		$2.78M Sell
61,630
-21,500
-26% -$836K 1.33% 24
2021
Q1 		$3.21M Buy
83,130
+17,500
+27% +$621K 1.62% 23
2020
Q4 		$2.42M Sell
65,630
-39,285
-37% -$1.44M 1.48% 21
2020
Q3 		$3.65M Sell
104,915
-45,949
-30% -$1.61M 2.58% 15
2020
Q2 		$5.22M Buy
150,864
+137,057
+993% +$4.66M 2.61% 16
2020
Q1 		$493K Sell
13,807
-1,054
-7% -$35.9K 0.29% 47
2019
Q4 		$565K Hold
14,861
– – 0.27% 51
2019
Q3 		$507K Hold
14,861
– – 0.27% 49
2019
Q2 		$603K Hold
14,861
– – 0.3% 45
2019
Q1 		$555K Buy
+14,861
New +$595K 0.27% 46

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

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

Jupiter Wealth Management reduced its Pfizer (PFE) stake by 22% in Q2 2026, selling an estimated $293K and leaving 38,850 shares worth $936K. The position accounts for 0.37% of the portfolio, ranked #51.

Jupiter Wealth Management first reported a position in PFE in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.22M in Q2 2020. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Jupiter Wealth Management held 38,850 shares of Pfizer worth $936K as of Q2 2026.
  • Jupiter Wealth Management sold 11,200 Pfizer shares in Q2 2026, an estimated $293K.
  • Pfizer made up 0.37% of Jupiter Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Jupiter Wealth Management first reported a position in Pfizer in Q1 2019 and has held it in 30 quarters since.
  • Jupiter Wealth Management's Pfizer position peaked at $5.22M in Q2 2020.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.