KFG Wealth Management’s Pfizer PFE Stock Holding History

KFG 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	$522K	Buy	21,682 +292	+1%	+$7.64K	0.06%	137
2026 Q1	$601K	Sell	21,390 -22	-0.1%	-$586	0.08%	117
2025 Q4	$533K	Buy	21,412 +165	+0.8%	+$4.16K	0.07%	129
2025 Q3	$541K	Buy	21,247 +227	+1%	+$5.6K	0.08%	120
2025 Q2	$510K	Buy	21,020 +21	+0.1%	+$490	0.08%	126
2025 Q1	$532K	Sell	20,999 -12	-0.1%	-$314	0.1%	113
2024 Q4	$557K	Sell	21,011 -842	-4%	-$22.8K	0.1%	100
2024 Q3	$632K	Sell	21,853 -134	-0.6%	-$3.91K	0.14%	92
2024 Q2	$615K	Buy	21,987 +50	+0.2%	+$1.38K	0.24%	76
2024 Q1	$609K	Buy	+21,937	New	+$609K	0.25%	75

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

KFG Wealth Management increased its Pfizer (PFE) stake by 1.4% in Q2 2026, buying an estimated $7.64K and bringing the position to 21,682 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #137.

KFG Wealth Management first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $632K in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

KFG Wealth Management held 21,682 shares of Pfizer worth $522K as of Q2 2026.
KFG Wealth Management bought 292 Pfizer shares in Q2 2026, an estimated $7.64K.
Pfizer made up 0.06% of KFG Wealth Management's portfolio in Q2 2026, its #137 holding.
KFG Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
KFG Wealth Management's Pfizer position peaked at $632K in Q3 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.