Morton Brown Family Wealth’s Pfizer PFE Stock Holding History

Morton Brown Family Wealth’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	$26K	Sell	1,079 -77	-7%	-$2.01K	0.01%	150
2026 Q1	$32.5K	Buy	1,156 +106	+10%	+$2.82K	0.01%	133
2025 Q4	$26.2K	Buy	1,050 +6	+0.6%	+$151	0.01%	137
2025 Q3	$26.6K	Sell	1,044 -304	-23%	-$7.5K	0.01%	132
2025 Q2	$32.7K	Sell	1,348 -93	-6%	-$2.17K	0.01%	127
2025 Q1	$36.5K	Buy	1,441 +136	+10%	+$3.56K	0.01%	120
2024 Q4	$34.6K	Buy	1,305 +6	+0.5%	+$163	0.01%	122
2024 Q3	$37.6K	Buy	1,299 +5	+0.4%	+$146	0.01%	109
2024 Q2	$38.4K	Sell	1,294 -1,561	-55%	-$43K	0.02%	102
2024 Q1	$79.2K	Sell	2,855 -29	-1%	-$805	0.03%	75
2023 Q4	$83K	Buy	2,884 +39	+1%	+$1.18K	0.04%	77
2023 Q3	$94.4K	Buy	2,845 +4	+0.1%	+$141	0.05%	60
2023 Q2	$104K	Buy	2,841 +4	+0.1%	+$156	0.06%	59
2023 Q1	$116K	Buy	2,837 +3	+0.1%	+$130	0.07%	57
2022 Q4	$145K	Sell	2,834 -326	-10%	-$15.6K	0.1%	52
2022 Q3	$138K	Buy	3,160 +57	+2%	+$2.77K	0.11%	44
2022 Q2	$163K	Buy	3,103 +134	+5%	+$6.83K	0.13%	39
2022 Q1	$154K	Buy	2,969 +4	+0.1%	+$208	0.12%	45
2021 Q4	$175K	Buy	+2,965	New	+$147K	0.13%	43

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

Morton Brown Family Wealth's PFE Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Pfizer (PFE) stake by 6.7% in Q2 2026, selling an estimated $2.01K and leaving 1,079 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #150.

Morton Brown Family Wealth first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $175K in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Morton Brown Family Wealth held 1,079 shares of Pfizer worth $26K as of Q2 2026.
Morton Brown Family Wealth sold 77 Pfizer shares in Q2 2026, an estimated $2.01K.
Pfizer made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #150 holding.
Morton Brown Family Wealth first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Pfizer position peaked at $175K in Q4 2021.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.