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MBM Wealth Consultants’s Pfizer PFE Stock Holding History

MBM Wealth Consultants’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 		$444K Buy
18,437
+2,340
+15% +$61.2K 0.09% 101
2026
Q1 		$452K Buy
16,097
+1,791
+13% +$47.7K 0.1% 84
2025
Q4 		$356K Buy
14,306
+1,353
+10% +$34.1K 0.08% 99
2025
Q3 		$330K Sell
12,953
-316
-2% -$7.8K 0.08% 97
2025
Q2 		$322K Buy
13,269
+1,746
+15% +$40.7K 0.09% 95
2025
Q1 		$292K Buy
11,523
+2,176
+23% +$56.9K 0.09% 98
2024
Q4 		$249K Buy
9,347
+729
+8% +$19.8K 0.07% 98
2024
Q3 		$249K Buy
8,618
+246
+3% +$7.18K 0.08% 97
2024
Q2 		$232K Buy
8,372
+67
+0.8% +$1.84K 0.08% 94
2024
Q1 		$230K Sell
8,305
-309
-4% -$8.57K 0.08% 99
2023
Q4 		$237K Sell
8,614
-151
-2% -$4.57K 0.09% 95
2023
Q3 		$281K Sell
8,765
-444
-5% -$15.7K 0.12% 81
2023
Q2 		$331K Sell
9,209
-1,270
-12% -$49.4K 0.14% 69
2023
Q1 		$421K Hold
10,479
– – 0.17% 57
2022
Q4 		$537K Buy
10,479
+950
+10% +$45.5K 0.25% 50
2022
Q3 		$421K Sell
9,529
-404
-4% -$19.6K 0.2% 55
2022
Q2 		$521K Sell
9,933
-2,033
-17% -$104K 0.25% 45
2022
Q1 		$620K Sell
11,966
-4,154
-26% -$216K 0.26% 54
2021
Q4 		$952K Sell
16,120
-5,235
-25% -$259K 0.4% 33
2021
Q3 		$918K Sell
21,355
-25,528
-54% -$1.13M 0.42% 38
2021
Q2 		$1.84M Sell
46,883
-315
-0.7% -$12.3K 0.86% 25
2021
Q1 		$1.71M Buy
47,198
+18,212
+63% +$647K 0.87% 24
2020
Q4 		$1.07M Sell
28,986
-1,837
-6% -$67.4K 0.58% 32
2020
Q3 		$1.07M Sell
30,823
-399
-1% -$14K 0.69% 25
2020
Q2 		$969K Sell
31,222
-13,654
-30% -$464K 0.68% 27
2020
Q1 		$1.39M Buy
44,876
+1,699
+4% +$57.9K 1.15% 22
2019
Q4 		$1.6M Buy
43,177
+260
+0.6% +$9.26K 1.19% 25
2019
Q3 		$1.46M Buy
42,917
+163
+0.4% +$5.93K 1.15% 25
2019
Q2 		$1.77M Buy
42,754
+414
+1% +$16.4K 1.47% 21
2019
Q1 		$1.71M Buy
42,340
+139
+0.3% +$5.57K 1.5% 18
2018
Q4 		$1.75M Buy
+42,201
New +$1.75M 1.7% 17

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MBM Wealth Consultants's PFE Position: Q2 2026 in Review

MBM Wealth Consultants increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $61.2K and bringing the position to 18,437 shares worth $444K. The position accounts for 0.09% of the portfolio, ranked #101.

MBM Wealth Consultants first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q2 2021. 1,280 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • MBM Wealth Consultants held 18,437 shares of Pfizer worth $444K as of Q2 2026.
  • MBM Wealth Consultants bought 2,340 Pfizer shares in Q2 2026, an estimated $61.2K.
  • Pfizer made up 0.09% of MBM Wealth Consultants's portfolio in Q2 2026, its #101 holding.
  • MBM Wealth Consultants first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Pfizer position peaked at $1.84M in Q2 2021.
  • 1,280 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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