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Pension & Wealth Management Advisors’s Pfizer PFE Stock Holding History

Pension & Wealth Management Advisors’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 		$19.3K Buy
803
+507
+171% +$13.3K 0.01% 400
2026
Q1 		$8.31K Sell
296
-250
-46% -$6.66K ﹤0.01% 408
2025
Q4 		$13.6K Hold
546
– – ﹤0.01% 395
2025
Q3 		$13.9K Buy
546
+296
+118% +$7.31K ﹤0.01% 380
2025
Q2 		$6.06K Sell
250
-250
-50% -$5.83K ﹤0.01% 390
2025
Q1 		$12.7K Sell
500
-600
-55% -$15.7K ﹤0.01% 350
2024
Q4 		$29.2K Buy
1,100
+600
+120% +$16.3K 0.01% 310
2024
Q3 		$14.5K Hold
500
– – 0.01% 285
2024
Q2 		$14K Hold
500
– – 0.01% 266
2024
Q1 		$13.9K Hold
500
– – 0.01% 263
2023
Q4 		$14.4K Sell
500
-1,601
-76% -$48.4K 0.01% 238
2023
Q3 		$69.7K Sell
2,101
-7,747
-79% -$274K 0.05% 148
2023
Q2 		$81.8K Buy
9,848
+7,756
+371% +$302K 0.06% 140
2023
Q1 		$85.4K Buy
2,092
+809
+63% +$34.9K 0.07% 134
2022
Q4 		$65.7K Buy
+1,283
New +$61.5K 0.06% 143

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

Pension & Wealth Management Advisors's PFE Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Pfizer (PFE) stake by 171% in Q2 2026, buying an estimated $13.3K and bringing the position to 803 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #400.

Pension & Wealth Management Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $85.4K in Q1 2023. 2,713 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Pension & Wealth Management Advisors held 803 shares of Pfizer worth $19.3K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 507 Pfizer shares in Q2 2026, an estimated $13.3K.
  • Pfizer made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #400 holding.
  • Pension & Wealth Management Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Pfizer position peaked at $85.4K in Q1 2023.
  • 2,713 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.