Old North State Wealth Management’s Pfizer PFE Stock Holding History

Old North State Wealth 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	$3M	Buy	124,354 +5,140	+4%	+$134K	1.28%	31
2026 Q1	$3.35M	Buy	119,214 +8,413	+8%	+$224K	1.55%	27
2025 Q4	$2.76M	Buy	110,801 +9,222	+9%	+$233K	1.3%	31
2025 Q3	$2.59M	Buy	101,579 +859	+0.9%	+$21.2K	1.21%	31
2025 Q2	$2.44M	Buy	100,720 +12,467	+14%	+$291K	1.27%	29
2025 Q1	$2.24M	Buy	88,253 +8,812	+11%	+$231K	1.25%	30
2024 Q4	$2.11M	Buy	79,441 +15,194	+24%	+$412K	1.19%	31
2024 Q3	$1.86M	Buy	64,247 +8,235	+15%	+$240K	1.04%	34
2024 Q2	$1.57M	Buy	56,012 +4,812	+9%	+$132K	1.03%	35
2024 Q1	$1.42M	Buy	+51,200	New	+$1.42M	0.93%	36

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

Old North State Wealth Management's PFE Position: Q2 2026 in Review

Old North State Wealth Management increased its Pfizer (PFE) stake by 4.3% in Q2 2026, buying an estimated $134K and bringing the position to 124,354 shares worth $3M. The position accounts for 1.28% of the portfolio, ranked #31.

Old North State Wealth Management first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.35M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Old North State Wealth Management held 124,354 shares of Pfizer worth $3M as of Q2 2026.
Old North State Wealth Management bought 5,140 Pfizer shares in Q2 2026, an estimated $134K.
Pfizer made up 1.28% of Old North State Wealth Management's portfolio in Q2 2026, its #31 holding.
Old North State Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
Old North State Wealth Management's Pfizer position peaked at $3.35M in Q1 2026.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.