MBM Wealth Consultants’s Pfizer PFE Stock Holding History
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
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. 2,834 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.
- 2,834 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.