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Keudell/Morrison Wealth Management’s Pfizer PFE Stock Holding History

Keudell/Morrison 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 		$529K Buy
21,987
+1,099
+5% +$28.7K 0.1% 131
2026
Q1 		$587K Buy
20,888
+1,260
+6% +$33.5K 0.12% 115
2025
Q4 		$489K Buy
+19,628
New +$495K 0.1% 132
2025
Q2 		$466K Buy
19,228
+1,118
+6% +$26.1K 0.1% 126
2025
Q1 		$459K Buy
18,110
+2,147
+13% +$56.2K 0.11% 119
2024
Q4 		$423K Sell
15,963
-2,806
-15% -$76.1K 0.11% 126
2024
Q3 		$543K Buy
18,769
+581
+3% +$16.9K 0.15% 108
2024
Q2 		$509K Buy
18,188
+749
+4% +$20.6K 0.15% 111
2024
Q1 		$484K Sell
17,439
-795
-4% -$22.1K 0.15% 114
2023
Q4 		$525K Sell
18,234
-8,172
-31% -$247K 0.17% 104
2023
Q3 		$876K Sell
26,406
-3,444
-12% -$122K 0.27% 64
2023
Q2 		$1.09M Sell
29,850
-3,607
-11% -$140K 0.32% 57
2023
Q1 		$1.37M Sell
33,457
-602
-2% -$26K 0.4% 45
2022
Q4 		$1.75M Sell
34,059
-1,635
-5% -$78.4K 0.56% 32
2022
Q3 		$1.56M Buy
35,694
+407
+1% +$19.8K 0.58% 31
2022
Q2 		$1.85M Buy
35,287
+1,548
+5% +$78.9K 0.67% 31
2022
Q1 		$1.75M Sell
33,739
-5,930
-15% -$308K 0.73% 29
2021
Q4 		$2.34M Sell
39,669
-215
-0.5% -$10.7K 0.92% 18
2021
Q3 		$1.72M Sell
39,884
-2,601
-6% -$115K 0.74% 27
2021
Q2 		$1.66M Buy
42,485
+4,913
+13% +$191K 0.91% 30
2021
Q1 		$1.36M Buy
37,572
+5,544
+17% +$197K 0.79% 37
2020
Q4 		$1.18M Buy
32,028
+874
+3% +$32.1K 0.75% 42
2020
Q3 		$1.08M Buy
31,154
+2,405
+8% +$84.3K 0.7% 40
2020
Q2 		$892K Buy
28,749
+2,385
+9% +$81K 0.74% 44
2020
Q1 		$816K Buy
26,364
+2,759
+12% +$94K 0.8% 44
2019
Q4 		$877K Buy
23,605
+5,202
+28% +$185K 0.61% 54
2019
Q3 		$627K Buy
18,403
+403
+2% +$14.7K 0.52% 66
2019
Q2 		$625K Buy
18,000
+7,298
+68% +$290K 0.55% 66
2019
Q1 		$431K Buy
+10,702
New +$429K 0.38% 86

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

Keudell/Morrison Wealth Management's PFE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Pfizer (PFE) stake by 5.3% in Q2 2026, buying an estimated $28.7K and bringing the position to 21,987 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #131.

Keudell/Morrison Wealth Management first reported a position in PFE in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.34M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Keudell/Morrison Wealth Management held 21,987 shares of Pfizer worth $529K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 1,099 Pfizer shares in Q2 2026, an estimated $28.7K.
  • Pfizer made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Keudell/Morrison Wealth Management first reported a position in Pfizer in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Pfizer position peaked at $2.34M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.