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Liberty Wealth Management’s Pfizer PFE Stock Holding History

Liberty 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 		$239K Hold
8,521
– – 0.03% 238
2026
Q1 		$239K Sell
8,521
-465
-5% -$12.4K 0.03% 238
2025
Q4 		$224K Buy
8,986
+168
+2% +$4.24K 0.03% 231
2025
Q3 		$225K Sell
8,818
-1,152
-12% -$28.4K 0.03% 220
2025
Q2 		$242K Buy
+9,970
New +$233K 0.04% 197
2024
Q4 		– Sell
-7,240
Closed -$210K – 237
2024
Q3 		$210K Sell
7,240
-17,769
-71% -$518K 0.04% 202
2024
Q2 		$204K Buy
+25,009
New +$689K 0.04% 195
2024
Q1 		– Sell
-7,188
Closed -$207K – 195
2023
Q4 		$207K Buy
+7,188
New +$217K 0.04% 159
2023
Q3 		– Sell
-6,754
Closed -$248K – 189
2023
Q2 		$248K Buy
6,754
+324
+5% +$12.6K 0.06% 158
2023
Q1 		$263K Buy
+6,430
New +$278K 0.05% 188
2022
Q3 		$257K Buy
5,894
+128
+2% +$6.22K 0.07% 121
2022
Q2 		$302K Sell
5,766
-1,689
-23% -$86.1K 0.12% 106
2022
Q1 		$385K Buy
7,455
+408
+6% +$21.2K 0.14% 91
2021
Q4 		$416K Sell
7,047
-2,932
-29% -$145K 0.02% 107
2021
Q3 		$446K Buy
9,979
+2,136
+27% +$94.6K 0.16% 83
2021
Q2 		$307K Buy
7,843
+1,191
+18% +$46.3K 0.12% 97
2021
Q1 		$238K Hold
6,652
– – 0.12% 94
2020
Q4 		$238K Buy
6,652
+830
+14% +$30.4K 0.12% 93
2020
Q3 		$203K Sell
5,822
-2,960
-34% -$104K 0.12% 94
2020
Q2 		$272K Sell
8,782
-117
-1% -$3.98K 0.19% 71
2020
Q1 		$276K Sell
8,899
-984
-10% -$33.5K 0.24% 65
2019
Q4 		$367K Buy
9,883
+956
+11% +$34.1K 0.29% 68
2019
Q3 		$304K Buy
8,927
+293
+3% +$10.7K 0.29% 68
2019
Q2 		$355K Sell
8,634
-227
-3% -$9.01K 0.31% 70
2019
Q1 		$357K Sell
8,861
-5,848
-40% -$234K 0.27% 54
2018
Q4 		$609K Buy
+14,709
New +$611K 0.45% 27

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

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

Liberty Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 8,521 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #238.

Liberty Wealth Management first reported a position in PFE in Q4 2018 and has held it in 26 quarters since. The position peaked at $609K in Q4 2018. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Liberty Wealth Management held 8,521 shares of Pfizer worth $239K as of Q2 2026.
  • Liberty Wealth Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Liberty Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's Pfizer position peaked at $609K in Q4 2018.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.