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Keystone Wealth Services’s Pfizer PFE Stock Holding History

Keystone Wealth Services’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 		$219K Sell
9,081
-1,515
-14% -$39.6K 0.04% 302
2026
Q1 		$298K Sell
10,596
-63
-0.6% -$1.68K 0.06% 247
2025
Q4 		$265K Buy
10,659
+1,105
+12% +$27.9K 0.06% 208
2025
Q3 		$243K Sell
9,554
-38
-0.4% -$938 0.05% 264
2025
Q2 		$233K Sell
9,592
-39
-0.4% -$910 0.06% 252
2025
Q1 		$244K Buy
9,631
+5
+0.1% +$131 0.07% 234
2024
Q4 		$255K Sell
9,626
-178
-2% -$4.83K 0.07% 221
2024
Q3 		$284K Sell
9,804
-163
-2% -$4.75K 0.08% 211
2024
Q2 		$279K Buy
9,967
+144
+1% +$3.96K 0.09% 187
2024
Q1 		$273K Sell
9,823
-4,262
-30% -$118K 0.09% 180
2023
Q4 		$406K Sell
14,085
-2,355
-14% -$71.2K 0.14% 139
2023
Q3 		$545K Sell
16,440
-1,208
-7% -$42.7K 0.21% 107
2023
Q2 		$647K Sell
17,648
-222
-1% -$8.64K 0.24% 91
2023
Q1 		$729K Buy
17,870
+19
+0.1% +$821 0.3% 81
2022
Q4 		$915K Buy
17,851
+208
+1% +$9.97K 0.4% 56
2022
Q3 		$772K Buy
17,643
+512
+3% +$24.9K 0.36% 60
2022
Q2 		$898K Sell
17,131
-888
-5% -$45.3K 0.4% 55
2022
Q1 		$933K Sell
18,019
-492
-3% -$25.5K 0.37% 63
2021
Q4 		$1.09M Buy
+18,511
New +$917K 0.44% 57

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

Keystone Wealth Services's PFE Position: Q2 2026 in Review

Keystone Wealth Services reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $39.6K and leaving 9,081 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #302.

Keystone Wealth Services first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Keystone Wealth Services held 9,081 shares of Pfizer worth $219K as of Q2 2026.
  • Keystone Wealth Services sold 1,515 Pfizer shares in Q2 2026, an estimated $39.6K.
  • Pfizer made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #302 holding.
  • Keystone Wealth Services first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Pfizer position peaked at $1.09M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.