KMWM
PFE icon

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
2021
Q2 		– Sell
-300
Closed -$11K – 173
2021
Q1 		$11K Buy
+300
New +$10.7K 0.01% 168

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,707 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.
  • 1,707 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.