Mission Wealth Management’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 | $1.99M | Buy |
82,458
+35,980
| +77% | +$941K | 0.02% | 311 |
|
|
2026
Q1 | $1.31M | Sell |
46,478
-4,000
| -8% | -$106K | 0.03% | 282 |
|
|
2025
Q4 | $1.26M | Sell |
50,478
-1,637
| -3% | -$41.3K | 0.03% | 288 |
|
|
2025
Q3 | $1.33M | Sell |
52,115
-1,697
| -3% | -$41.9K | 0.03% | 278 |
|
|
2025
Q2 | $1.3M | Buy |
53,812
+31
| +0.1% | +$723 | 0.03% | 278 |
|
|
2025
Q1 | $1.36M | Sell |
53,781
-14,353
| -21% | -$376K | 0.03% | 241 |
|
|
2024
Q4 | $1.81M | Sell |
68,134
-3,368
| -5% | -$91.4K | 0.04% | 194 |
|
|
2024
Q3 | $2.07M | Buy |
71,502
+4,227
| +6% | +$123K | 0.05% | 174 |
|
|
2024
Q2 | $1.88M | Sell |
67,275
-6,619
| -9% | -$182K | 0.05% | 178 |
|
|
2024
Q1 | $2.05M | Buy |
73,894
+2,004
| +3% | +$55.6K | 0.05% | 177 |
|
|
2023
Q4 | $2.07M | Sell |
71,890
-12,673
| -15% | -$383K | 0.07% | 145 |
|
|
2023
Q3 | $2.8M | Sell |
84,563
-9,877
| -10% | -$349K | 0.1% | 104 |
|
|
2023
Q2 | $3.46M | Buy |
94,440
+976
| +1% | +$38K | 0.13% | 85 |
|
|
2023
Q1 | $3.81M | Sell |
93,464
-1,102
| -1% | -$47.6K | 0.16% | 80 |
|
|
2022
Q4 | $4.85M | Buy |
94,566
+10,494
| +12% | +$503K | 0.23% | 57 |
|
|
2022
Q3 | $3.68M | Buy |
84,072
+3,196
| +4% | +$155K | 0.19% | 68 |
|
|
2022
Q2 | $4.24M | Buy |
80,876
+1,916
| +2% | +$97.6K | 0.22% | 59 |
|
|
2022
Q1 | $4.09M | Buy |
78,960
+5,424
| +7% | +$281K | 0.19% | 69 |
|
|
2021
Q4 | $4.34M | Sell |
73,536
-73
| -0.1% | -$3.62K | 0.2% | 65 |
|
|
2021
Q3 | $3.17M | Sell |
73,609
-7,827
| -10% | -$347K | 0.16% | 76 |
|
|
2021
Q2 | $3.19M | Buy |
81,436
+2,038
| +3% | +$79.3K | 0.17% | 71 |
|
|
2021
Q1 | $2.88M | Buy |
79,398
+7,512
| +10% | +$267K | 0.17% | 69 |
|
|
2020
Q4 | $2.65M | Sell |
71,886
-6,389
| -8% | -$234K | 0.17% | 71 |
|
|
2020
Q3 | $2.73M | Buy |
78,275
+4,688
| +6% | +$164K | 0.2% | 60 |
|
|
2020
Q2 | $2.28M | Buy |
73,587
+7,939
| +12% | +$270K | 0.2% | 65 |
|
|
2020
Q1 | $2.03M | Sell |
65,648
-6,988
| -10% | -$238K | 0.22% | 62 |
|
|
2019
Q4 | $2.7M | Buy |
72,636
+2,074
| +3% | +$73.9K | 0.26% | 56 |
|
|
2019
Q3 | $2.4M | Buy |
70,562
+4,099
| +6% | +$149K | 0.26% | 58 |
|
|
2019
Q2 | $2.73M | Sell |
66,463
-718
| -1% | -$28.5K | 0.31% | 49 |
|
|
2019
Q1 | $2.71M | Buy |
67,181
+6,005
| +10% | +$240K | 0.31% | 47 |
|
|
2018
Q4 | $2.53M | Sell |
61,176
-750
| -1% | -$31.1K | 0.33% | 44 |
|
|
2018
Q3 | $2.59M | Sell |
61,926
-5,979
| -9% | -$230K | 0.34% | 43 |
|
|
2018
Q2 | $2.34M | Buy |
67,905
+7,117
| +12% | +$243K | 0.34% | 42 |
|
|
2018
Q1 | $2.05M | Sell |
60,788
-4,951
| -8% | -$170K | 0.33% | 40 |
|
|
2017
Q4 | $2.26M | Buy |
65,739
+29,130
| +80% | +$993K | 0.39% | 39 |
|
|
2017
Q3 | $1.24M | Buy |
36,609
+1,541
| +4% | +$49.5K | 0.23% | 50 |
|
|
2017
Q2 | $1.12M | Buy |
35,068
+506
| +1% | +$16K | 0.21% | 57 |
|
|
2017
Q1 | $1.12M | Sell |
34,562
-2,115
| -6% | -$66.7K | 0.22% | 54 |
|
|
2016
Q4 | $1.13M | Buy |
36,677
+742
| +2% | +$22.7K | 0.22% | 50 |
|
|
2016
Q3 | $1.16M | Sell |
35,935
-2,616
| -7% | -$87.5K | 0.28% | 43 |
|
|
2016
Q2 | $1.29M | Sell |
38,551
-339
| -0.9% | -$10.8K | 0.34% | 32 |
|
|
2016
Q1 | $1.09M | Sell |
38,890
-920
| -2% | -$26.3K | 0.29% | 40 |
|
|
2015
Q4 | $1.22M | Buy |
39,810
+2,693
| +7% | +$84.7K | 0.34% | 31 |
|
|
2015
Q3 | $1.11M | Buy |
37,117
+4,245
| +13% | +$136K | 0.33% | 30 |
|
|
2015
Q2 | $1.08M | Buy |
+32,872
| New | +$1.07M | 0.37% | 35 |
|
Other funds holding PFE
Mission Wealth Management's PFE Position: Q2 2026 in Review
Mission Wealth Management increased its Pfizer (PFE) stake by 77% in Q2 2026, buying an estimated $941K and bringing the position to 82,458 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #311.
Mission Wealth Management first reported a position in PFE in Q2 2015 and has held it in 45 quarters since. The position peaked at $4.85M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Mission Wealth Management held 82,458 shares of Pfizer worth $1.99M as of Q2 2026.
- Mission Wealth Management bought 35,980 Pfizer shares in Q2 2026, an estimated $941K.
- Pfizer made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #311 holding.
- Mission Wealth Management first reported a position in Pfizer in Q2 2015 and has held it in 45 quarters since.
- Mission Wealth Management's Pfizer position peaked at $4.85M in Q4 2022.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.