Persium Advisors’s Pfizer PFE Stock Holding History

Persium 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	$905K	Buy	37,597 +3,720	+11%	+$97.3K	0.59%	37
2026 Q1	$951K	Buy	33,877 +2,194	+7%	+$58.4K	0.75%	18
2025 Q4	$789K	Buy	31,683 +1,617	+5%	+$40.8K	0.57%	29
2025 Q3	$766K	Buy	30,066 +2,943	+11%	+$72.6K	0.57%	30
2025 Q2	$657K	Buy	27,123 +7,589	+39%	+$177K	0.54%	33
2025 Q1	$495K	Buy	+19,534	New	+$511K	0.47%	42

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

Persium Advisors's PFE Position: Q2 2026 in Review

Persium Advisors increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $97.3K and bringing the position to 37,597 shares worth $905K. The position accounts for 0.59% of the portfolio, ranked #37.

Persium Advisors first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $951K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Persium Advisors held 37,597 shares of Pfizer worth $905K as of Q2 2026.
Persium Advisors bought 3,720 Pfizer shares in Q2 2026, an estimated $97.3K.
Pfizer made up 0.59% of Persium Advisors's portfolio in Q2 2026, its #37 holding.
Persium Advisors first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
Persium Advisors's Pfizer position peaked at $951K in Q1 2026.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.