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Laurel Oak Wealth Management’s Pfizer PFE Stock Holding History

Laurel Oak 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 		$545K Buy
22,641
+365
+2% +$9.55K 0.08% 187
2026
Q1 		$626K Sell
22,276
-86
-0.4% -$2.29K 0.11% 158
2025
Q4 		$557K Buy
+22,362
New +$564K 0.09% 172

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

Laurel Oak Wealth Management's PFE Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $9.55K and bringing the position to 22,641 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #187.

Laurel Oak Wealth Management first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $626K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Laurel Oak Wealth Management held 22,641 shares of Pfizer worth $545K as of Q2 2026.
  • Laurel Oak Wealth Management bought 365 Pfizer shares in Q2 2026, an estimated $9.55K.
  • Pfizer made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Laurel Oak Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Pfizer position peaked at $626K in Q1 2026.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.