Meriwether Wealth & Planning’s Pfizer PFE Stock Holding History

Meriwether Wealth & Planning’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	$211K	Sell	8,780 -2,799	-24%	-$73.2K	0.1%	117
2026 Q1	$325K	Buy	11,579 +632	+6%	+$16.8K	0.18%	86
2025 Q4	$273K	Buy	+10,947	New	+$276K	0.15%	90
2025 Q3	–	Sell	-8,615	Closed	-$209K	–	131
2025 Q2	$209K	Sell	8,615 -685	-7%	-$16K	0.13%	120
2025 Q1	$236K	Buy	9,300 +798	+9%	+$20.9K	0.15%	103
2024 Q4	$226K	Buy	+8,502	New	+$231K	0.16%	104

Other funds holding PFE

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

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

CWP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Meriwether Wealth & Planning's PFE Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Pfizer (PFE) stake by 24% in Q2 2026, selling an estimated $73.2K and leaving 8,780 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #117.

Meriwether Wealth & Planning first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q1 2026. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Meriwether Wealth & Planning held 8,780 shares of Pfizer worth $211K as of Q2 2026.
Meriwether Wealth & Planning sold 2,799 Pfizer shares in Q2 2026, an estimated $73.2K.
Pfizer made up 0.1% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #117 holding.
Meriwether Wealth & Planning first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
Meriwether Wealth & Planning's Pfizer position peaked at $325K in Q1 2026.
491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.