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 Q3	$243K	Sell	8,513 -64	-0.7%	-$1.7K	0.09%	146
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MBE Wealth Management's PFE Position: Q3 2026 in Review

MBE Wealth Management reduced its Pfizer (PFE) stake by 0.75% in Q3 2026, selling an estimated $1.7K and leaving 8,513 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #146.

MBE Wealth Management first reported a position in PFE in Q1 2020 and has held it in 11 quarters since. The position peaked at $353K in Q4 2021. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

MBE Wealth Management held 8,513 shares of Pfizer worth $243K as of Q3 2026.
MBE Wealth Management sold 64 Pfizer shares in Q3 2026, an estimated $1.7K.
Pfizer made up 0.09% of MBE Wealth Management's portfolio in Q3 2026, its #146 holding.
MBE Wealth Management first reported a position in Pfizer in Q1 2020 and has held it in 11 quarters since.
MBE Wealth Management's Pfizer position peaked at $353K in Q4 2021.
2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.