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Mattern Wealth Management’s Pfizer PFE Stock Holding History

Mattern 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 		$223K Buy
9,242
+81
+0.9% +$2.12K 0.04% 170
2026
Q1 		$257K Hold
9,161
– – 0.05% 133
2025
Q4 		$228K Buy
9,161
+400
+5% +$10.1K 0.04% 142
2025
Q3 		$223K Buy
8,761
+195
+2% +$4.81K 0.04% 147
2025
Q2 		$208K Hold
8,566
– – 0.04% 154
2025
Q1 		$217K Hold
8,566
– – 0.05% 158
2024
Q4 		$227K Sell
8,566
-2,185
-20% -$59.3K 0.05% 153
2024
Q3 		$311K Hold
10,751
– – 0.07% 137
2024
Q2 		$301K Hold
10,751
– – 0.07% 140
2024
Q1 		$298K Buy
10,751
+100
+0.9% +$2.77K 0.07% 140
2023
Q4 		$307K Sell
10,651
-182
-2% -$5.5K 0.08% 135
2023
Q3 		$359K Hold
10,833
– – 0.11% 120
2023
Q2 		$397K Hold
10,833
– – 0.12% 118
2023
Q1 		$442K Sell
10,833
-100
-0.9% -$4.32K 0.15% 121
2022
Q4 		$560K Hold
10,933
– – 0.23% 96
2022
Q3 		$478K Sell
10,933
-400
-4% -$19.4K 0.19% 100
2022
Q2 		$594K Buy
11,333
+182
+2% +$9.28K 0.23% 85
2022
Q1 		$577K Hold
11,151
– – 0.19% 96
2021
Q4 		$658K Hold
11,151
– – 0.19% 100
2021
Q3 		$480K Sell
11,151
-2,450
-18% -$109K 0.16% 109
2021
Q2 		$549K Buy
13,601
+50
+0.4% +$1.94K 0.18% 109
2021
Q1 		$491K Sell
13,551
-1,109
-8% -$39.4K 0.17% 106
2020
Q4 		$540K Sell
14,660
-425
-3% -$15.6K 0.2% 101
2020
Q3 		$525K Hold
15,085
– – 0.22% 95
2020
Q2 		$468K Sell
15,085
-140
-0.9% -$4.76K 0.23% 95
2020
Q1 		$471K Buy
15,225
+1,822
+14% +$62.1K 0.34% 86
2019
Q4 		$498K Buy
+13,403
New +$477K 0.3% 93

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

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

Mattern Wealth Management increased its Pfizer (PFE) stake by 0.88% in Q2 2026, buying an estimated $2.12K and bringing the position to 9,242 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #170.

Mattern Wealth Management first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $658K in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mattern Wealth Management held 9,242 shares of Pfizer worth $223K as of Q2 2026.
  • Mattern Wealth Management bought 81 Pfizer shares in Q2 2026, an estimated $2.12K.
  • Pfizer made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Mattern Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Pfizer position peaked at $658K in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.