Milestone Asset Management’s Pfizer PFE Stock Holding History

Milestone Asset 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	$287K	Sell	11,924 -26,247	-69%	-$687K	0.05%	224
2026 Q1	$1.07M	Sell	38,171 -16,592	-30%	-$442K	0.2%	113
2025 Q4	$1.36M	Buy	54,763 +11,610	+27%	+$293K	0.26%	75
2025 Q3	$1.1M	Sell	43,153 -10,292	-19%	-$254K	0.21%	82
2025 Q2	$1.3M	Buy	53,445 +199	+0.4%	+$4.64K	0.27%	67
2025 Q1	$1.35M	Sell	53,246 -2,479	-4%	-$64.9K	0.29%	74
2024 Q4	$1.48M	Sell	55,725 -4,806	-8%	-$130K	0.33%	78
2024 Q3	$1.75M	Buy	60,531 +6,480	+12%	+$189K	0.39%	54
2024 Q2	$1.51M	Buy	54,051 +32,827	+155%	+$904K	0.38%	52
2024 Q1	$589K	Buy	+21,224	New	+$589K	0.17%	98

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Asset Management's PFE Position: Q2 2026 in Review

Milestone Asset Management reduced its Pfizer (PFE) stake by 69% in Q2 2026, selling an estimated $687K and leaving 11,924 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #224.

Milestone Asset Management first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.75M in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Milestone Asset Management held 11,924 shares of Pfizer worth $287K as of Q2 2026.
Milestone Asset Management sold 26,247 Pfizer shares in Q2 2026, an estimated $687K.
Pfizer made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #224 holding.
Milestone Asset Management first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's Pfizer position peaked at $1.75M in Q3 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.