MBE Wealth Management’s Pfizer PFE Stock Holding History

MBE 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	$207K	Sell	8,577 -49	-0.6%	-$1.28K	0.07%	161
2026 Q1	$242K	Buy	+8,626	New	+$230K	0.1%	124
2023 Q1	–	Sell	-4,827	Closed	-$247K	–	77
2022 Q4	$247K	Buy	4,827 +194	+4%	+$9.3K	0.16%	59
2022 Q3	$203K	Sell	4,633 -1,246	-21%	-$60.5K	0.15%	57
2022 Q2	$308K	Hold	5,879	–	–	0.21%	45
2022 Q1	$304K	Sell	5,879 -103	-2%	-$5.34K	0.18%	47
2021 Q4	$353K	Buy	5,982 +623	+12%	+$30.9K	0.18%	38
2021 Q3	$231K	Buy	5,359 +86	+2%	+$3.81K	0.12%	53
2021 Q2	$207K	Buy	+5,273	New	+$205K	0.11%	54
2020 Q2	–	Sell	-4,434	Closed	-$137K	–	381
2020 Q1	$137K	Buy	+4,434	New	+$151K	0.13%	55

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

MBE Wealth Management reduced its Pfizer (PFE) stake by 0.57% in Q2 2026, selling an estimated $1.28K and leaving 8,577 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #161.

MBE Wealth Management first reported a position in PFE in Q1 2020 and has held it in 10 quarters since. The position peaked at $353K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

MBE Wealth Management held 8,577 shares of Pfizer worth $207K as of Q2 2026.
MBE Wealth Management sold 49 Pfizer shares in Q2 2026, an estimated $1.28K.
Pfizer made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #161 holding.
MBE Wealth Management first reported a position in Pfizer in Q1 2020 and has held it in 10 quarters since.
MBE Wealth Management's Pfizer position peaked at $353K in Q4 2021.
1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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