Mascoma Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48K | Sell |
1,994
-722
| -27% | -$18.9K | 0.01% | 188 |
|
|
2026
Q1 | $76.3K | Sell |
2,716
-152
| -5% | -$4.05K | 0.02% | 155 |
|
|
2025
Q4 | $71.4K | Sell |
2,868
-775
| -21% | -$19.5K | 0.02% | 152 |
|
|
2025
Q3 | $92.8K | Buy |
3,643
+814
| +29% | +$20.1K | 0.02% | 144 |
|
|
2025
Q2 | $68.6K | Sell |
2,829
-1,683
| -37% | -$39.2K | 0.02% | 160 |
|
|
2025
Q1 | $114K | Buy |
4,512
+8
| +0.2% | +$209 | 0.03% | 124 |
|
|
2024
Q4 | $119K | Sell |
4,504
-558
| -11% | -$15.1K | 0.03% | 126 |
|
|
2024
Q3 | $146K | Sell |
5,062
-583
| -10% | -$17K | 0.04% | 110 |
|
|
2024
Q2 | $158K | Sell |
5,645
-2,975
| -35% | -$81.9K | 0.04% | 106 |
|
|
2024
Q1 | $239K | Sell |
8,620
-4,819
| -36% | -$134K | 0.07% | 89 |
|
|
2023
Q4 | $387K | Sell |
13,439
-6,796
| -34% | -$205K | 0.12% | 66 |
|
|
2023
Q3 | $671K | Sell |
20,235
-2,659
| -12% | -$94K | 0.21% | 48 |
|
|
2023
Q2 | $816K | Sell |
22,894
-3,858
| -14% | -$150K | 0.25% | 48 |
|
|
2023
Q1 | $1.04M | Sell |
26,752
-642
| -2% | -$27.7K | 0.3% | 44 |
|
|
2022
Q4 | $1.4M | Sell |
27,394
-3,416
| -11% | -$164K | 0.45% | 40 |
|
|
2022
Q3 | $1.35M | Buy |
30,810
+2,397
| +8% | +$116K | 0.47% | 40 |
|
|
2022
Q2 | $1.49M | Sell |
28,413
-306
| -1% | -$15.6K | 0.51% | 38 |
|
|
2022
Q1 | $1.49M | Buy |
28,719
+879
| +3% | +$45.6K | 0.47% | 43 |
|
|
2021
Q4 | $1.64M | Sell |
27,840
-753
| -3% | -$37.3K | 0.57% | 38 |
|
|
2021
Q3 | $1.23M | Buy |
28,593
+938
| +3% | +$41.6K | 0.48% | 37 |
|
|
2021
Q2 | $1.08M | Buy |
27,655
+267
| +1% | +$10.4K | 0.46% | 42 |
|
|
2021
Q1 | $992K | Buy |
27,388
+3,058
| +13% | +$109K | 0.43% | 40 |
|
|
2020
Q4 | $896K | Buy |
+24,330
| New | +$892K | 0.45% | 40 |
|
|
2019
Q3 | $294K | Sell |
8,639
-648
| -7% | -$23.6K | 0.19% | 59 |
|
|
2019
Q2 | $382K | Hold |
9,287
| – | – | 0.24% | 53 |
|
|
2019
Q1 | $374K | Sell |
9,287
-1,143
| -11% | -$45.8K | 0.25% | 51 |
|
|
2018
Q4 | $432K | Sell |
10,430
-3,051
| -23% | -$127K | 0.33% | 40 |
|
|
2018
Q3 | $564K | Buy |
13,481
+106
| +0.8% | +$4.08K | 0.37% | 34 |
|
|
2018
Q2 | $460K | Buy |
13,375
+865
| +7% | +$29.6K | 0.32% | 40 |
|
|
2018
Q1 | $421K | Sell |
12,510
-696
| -5% | -$23.9K | 0.28% | 44 |
|
|
2017
Q4 | $459K | Sell |
13,206
-2,918
| -18% | -$99.5K | 0.28% | 37 |
|
|
2017
Q3 | $546K | Buy |
16,124
+103
| +0.6% | +$3.31K | 0.36% | 38 |
|
|
2017
Q2 | $511K | Sell |
16,021
-1,266
| -7% | -$39.9K | 0.34% | 36 |
|
|
2017
Q1 | $561K | Sell |
17,287
-873
| -5% | -$27.5K | 0.4% | 30 |
|
|
2016
Q4 | $560K | Buy |
+18,160
| New | +$554K | 0.41% | 33 |
|
Other funds holding PFE
Mascoma Wealth Management's PFE Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Pfizer (PFE) stake by 27% in Q2 2026, selling an estimated $18.9K and leaving 1,994 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #188.
Mascoma Wealth Management first reported a position in PFE in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.64M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Mascoma Wealth Management held 1,994 shares of Pfizer worth $48K as of Q2 2026.
- Mascoma Wealth Management sold 722 Pfizer shares in Q2 2026, an estimated $18.9K.
- Pfizer made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #188 holding.
- Mascoma Wealth Management first reported a position in Pfizer in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Pfizer position peaked at $1.64M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.