Partnership Wealth Management’s Pfizer PFE Stock Holding History

Partnership 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	$713K	Hold	29,614	–	–	0.48%	34
2026 Q1	$832K	Buy	29,614 +162	+0.6%	+$4.31K	0.63%	33
2025 Q4	$733K	Hold	29,452	–	–	0.53%	35
2025 Q3	$750K	Hold	29,452	–	–	0.58%	33
2025 Q2	$714K	Hold	29,452	–	–	0.58%	37
2025 Q1	$746K	Hold	29,452	–	–	0.63%	35
2024 Q4	$781K	Hold	29,452	–	–	0.65%	37
2024 Q3	$852K	Hold	29,452	–	–	0.6%	35
2024 Q2	$824K	Hold	29,452	–	–	0.61%	42
2024 Q1	$817K	Hold	29,452	–	–	0.57%	50
2023 Q4	$798K	Buy	+29,452	New	+$890K	0.6%	44

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

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

Partnership Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 29,614 shares worth $713K. The position accounts for 0.48% of the portfolio, ranked #34.

Partnership Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $852K in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Partnership Wealth Management held 29,614 shares of Pfizer worth $713K as of Q2 2026.
Partnership Wealth Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.48% of Partnership Wealth Management's portfolio in Q2 2026, its #34 holding.
Partnership Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Pfizer position peaked at $852K in Q3 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.