Lodestone Wealth Management’s Pfizer PFE Stock Holding History

Lodestone 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	$84.3K	Sell	3,503 -708	-17%	-$18.5K	0.03%	250
2026 Q1	$118K	Sell	4,211 -327	-7%	-$8.71K	0.05%	206
2025 Q4	$113K	Buy	+4,538	New	+$114K	0.05%	207
2024 Q4	–	Sell	-7,835	Closed	-$227K	–	158
2024 Q3	$227K	Sell	7,835 -778	-9%	-$22.7K	0.11%	139
2024 Q2	$241K	Buy	8,613 +2	+0%	+$55	0.13%	138
2024 Q1	$239K	Sell	8,611 -1,436	-14%	-$39.8K	0.13%	137
2023 Q4	$289K	Sell	10,047 -14,606	-59%	-$442K	0.17%	121
2023 Q3	$818K	Sell	24,653 -955	-4%	-$33.8K	0.57%	55
2023 Q2	$939K	Buy	25,608 +3,660	+17%	+$142K	0.64%	53
2023 Q1	$895K	Sell	21,948 -1,487	-6%	-$64.2K	0.69%	48
2022 Q4	$1.2M	Buy	+23,435	New	+$1.12M	0.97%	39

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

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

Lodestone Wealth Management reduced its Pfizer (PFE) stake by 17% in Q2 2026, selling an estimated $18.5K and leaving 3,503 shares worth $84.3K. The position accounts for 0.03% of the portfolio, ranked #250.

Lodestone Wealth Management first reported a position in PFE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Lodestone Wealth Management held 3,503 shares of Pfizer worth $84.3K as of Q2 2026.
Lodestone Wealth Management sold 708 Pfizer shares in Q2 2026, an estimated $18.5K.
Pfizer made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #250 holding.
Lodestone Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 11 quarters since.
Lodestone Wealth Management's Pfizer position peaked at $1.2M in Q4 2022.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.