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Money Concepts Capital’s Pfizer PFE Stock Holding History

Money Concepts Capital’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 		$5.77M Sell
239,692
-14,547
-6% -$381K 0.27% 83
2026
Q1 		$7.14M Buy
254,239
+5,306
+2% +$141K 0.39% 57
2025
Q4 		$6.2M Buy
248,933
+682
+0.3% +$17.2K 0.35% 62
2025
Q3 		$6.33M Buy
248,251
+57,188
+30% +$1.41M 0.39% 50
2025
Q2 		$4.63M Sell
191,063
-17,541
-8% -$409K 0.31% 68
2025
Q1 		$5.29M Buy
208,604
+533
+0.3% +$13.9K 0.4% 58
2024
Q4 		$5.52M Buy
208,071
+12,724
+7% +$345K 0.41% 54
2024
Q3 		$5.65M Buy
195,347
+3,424
+2% +$99.9K 0.43% 55
2024
Q2 		$5.37M Buy
191,923
+8,202
+4% +$226K 0.45% 53
2024
Q1 		$5.1M Buy
183,721
+9,542
+5% +$265K 0.47% 57
2023
Q4 		$5.01M Buy
174,179
+2,888
+2% +$87.3K 0.47% 64
2023
Q3 		$5.68M Buy
171,291
+15,671
+10% +$554K 0.6% 51
2023
Q2 		$5.71M Sell
155,620
-493,921
-76% -$19.2M 0.58% 52
2023
Q1 		$26.6M Sell
649,541
-27,523
-4% -$1.19M 1.48% 19
2022
Q4 		$34.7M Buy
677,064
+108,934
+19% +$5.22M 1.55% 10
2022
Q3 		$24.9M Buy
568,130
+420,515
+285% +$20.4M 1.47% 15
2022
Q2 		$7.72M Sell
147,615
-60,063
-29% -$3.06M 0.69% 29
2022
Q1 		$10.8M Buy
207,678
+56,963
+38% +$2.96M 0.61% 30
2021
Q4 		$8.9M Buy
+150,715
New +$7.47M 0.75% 25
2021
Q1 		$5.33M Buy
147,097
+5,326
+4% +$189K 0.43% 62
2020
Q4 		$5.22M Buy
+141,771
New +$5.2M 0.48% 55

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Money Concepts Capital's PFE Position: Q2 2026 in Review

Money Concepts Capital reduced its Pfizer (PFE) stake by 5.7% in Q2 2026, selling an estimated $381K and leaving 239,692 shares worth $5.77M. The position accounts for 0.27% of the portfolio, ranked #83.

Money Concepts Capital first reported a position in PFE in Q4 2020 and has held it in 21 quarters since. The position peaked at $34.7M in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Money Concepts Capital held 239,692 shares of Pfizer worth $5.77M as of Q2 2026.
  • Money Concepts Capital sold 14,547 Pfizer shares in Q2 2026, an estimated $381K.
  • Pfizer made up 0.27% of Money Concepts Capital's portfolio in Q2 2026, its #83 holding.
  • Money Concepts Capital first reported a position in Pfizer in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Pfizer position peaked at $34.7M in Q4 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.