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Palacios Wealth Management’s Pfizer PFE Stock Holding History

Palacios 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 		$483K Sell
20,078
-484
-2% -$12.7K 0.29% 47
2026
Q1 		$549K Buy
20,562
+9,012
+78% +$240K 0.34% 43
2025
Q4 		$288K Sell
11,550
-12,142
-51% -$306K 0.22% 54
2025
Q3 		$604K Buy
23,692
+3,223
+16% +$79.5K 0.4% 41
2025
Q2 		$496K Sell
20,469
-236,422
-92% -$5.51M 0.41% 41
2025
Q1 		$25.6M Buy
256,891
+235,417
+1,096% +$6.16M 19.04% 2
2024
Q4 		$569K Buy
+21,474
New +$582K 0.61% 33

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

Palacios Wealth Management's PFE Position: Q2 2026 in Review

Palacios Wealth Management reduced its Pfizer (PFE) stake by 2.4% in Q2 2026, selling an estimated $12.7K and leaving 20,078 shares worth $483K. The position accounts for 0.29% of the portfolio, ranked #47.

Palacios Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.6M in Q1 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Palacios Wealth Management held 20,078 shares of Pfizer worth $483K as of Q2 2026.
  • Palacios Wealth Management sold 484 Pfizer shares in Q2 2026, an estimated $12.7K.
  • Pfizer made up 0.29% of Palacios Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Palacios Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Pfizer position peaked at $25.6M in Q1 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.