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Massachusetts Wealth Management’s Pfizer PFE Stock Holding History

Massachusetts 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 		$2.67M Buy
110,815
+800
+0.7% +$20.9K 1.02% 37
2026
Q1 		$3.09M Buy
110,015
+2,350
+2% +$62.6K 1.34% 25
2025
Q4 		$2.68M Buy
107,665
+7,017
+7% +$177K 1.25% 27
2025
Q3 		$2.56M Buy
100,648
+8,150
+9% +$201K 1.27% 28
2025
Q2 		$2.24M Buy
92,498
+300
+0.3% +$7K 1.26% 34
2025
Q1 		$2.34M Sell
92,198
-1,200
-1% -$31.4K 1.6% 20
2024
Q4 		$2.48M Sell
93,398
-2,834
-3% -$76.9K 1.53% 20
2024
Q3 		$2.78M Buy
96,232
+24,800
+35% +$723K 1.76% 13
2024
Q2 		$2M Buy
71,432
+18,650
+35% +$513K 1.34% 30
2024
Q1 		$1.46M Buy
52,782
+3,100
+6% +$86K 1.03% 43
2023
Q4 		$1.43M Buy
49,682
+2,808
+6% +$84.9K 1.15% 38
2023
Q3 		$1.55M Buy
46,874
+1,250
+3% +$44.2K 1.43% 25
2023
Q2 		$1.67M Buy
45,624
+1,100
+2% +$42.8K 1.6% 16
2023
Q1 		$1.82M Sell
44,524
-900
-2% -$38.9K 1.87% 14
2022
Q4 		$2.01M Buy
+45,424
New +$2.18M 1.94% 13

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

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

Massachusetts Wealth Management increased its Pfizer (PFE) stake by 0.73% in Q2 2026, buying an estimated $20.9K and bringing the position to 110,815 shares worth $2.67M. The position accounts for 1.02% of the portfolio, ranked #37.

Massachusetts Wealth Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Massachusetts Wealth Management held 110,815 shares of Pfizer worth $2.67M as of Q2 2026.
  • Massachusetts Wealth Management bought 800 Pfizer shares in Q2 2026, an estimated $20.9K.
  • Pfizer made up 1.02% of Massachusetts Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Massachusetts Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Pfizer position peaked at $3.09M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.