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Personal CFO Solutions’s Pfizer PFE Stock Holding History

Personal CFO Solutions’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 		$1.6M Sell
66,535
-1,698
-2% -$44.4K 0.23% 72
2026
Q1 		$1.92M Sell
68,233
-233
-0.3% -$6.2K 0.27% 64
2025
Q4 		$1.7M Sell
68,466
-670
-1% -$16.9K 0.27% 61
2025
Q3 		$1.76M Buy
69,136
+1,376
+2% +$34K 0.31% 59
2025
Q2 		$1.64M Sell
67,760
-17,404
-20% -$406K 0.3% 60
2025
Q1 		$2.16M Buy
85,164
+60
+0.1% +$1.57K 0.44% 44
2024
Q4 		$2.26M Sell
85,104
-3,726
-4% -$101K 0.44% 42
2024
Q3 		$2.57M Sell
88,830
-7,763
-8% -$226K 0.36% 55
2024
Q2 		$2.7M Buy
96,593
+20,764
+27% +$572K 0.42% 48
2024
Q1 		$2.1M Buy
75,829
+1,711
+2% +$47.5K 0.33% 59
2023
Q4 		$2.13M Buy
74,118
+5,545
+8% +$168K 0.37% 51
2023
Q3 		$2.27M Sell
68,573
-1,136
-2% -$40.2K 0.45% 47
2023
Q2 		$2.56M Sell
69,709
-1,024
-1% -$39.9K 0.52% 36
2023
Q1 		$2.89M Buy
70,733
+2,270
+3% +$98K 0.6% 32
2022
Q4 		$3.51M Buy
68,463
+11,009
+19% +$528K 0.74% 30
2022
Q3 		$2.51M Sell
57,454
-30,990
-35% -$1.51M 0.63% 33
2022
Q2 		$4.64M Sell
88,444
-3,439
-4% -$175K 1.09% 19
2022
Q1 		$4.76M Buy
91,883
+5,031
+6% +$261K 0.94% 22
2021
Q4 		$5.13M Buy
86,852
+44,984
+107% +$2.23M 0.96% 20
2021
Q3 		$1.8M Buy
41,868
+5,989
+17% +$265K 0.37% 51
2021
Q2 		$1.41M Sell
35,879
-1,282
-3% -$49.9K 0.29% 70
2021
Q1 		$1.35M Buy
37,161
+10,167
+38% +$361K 0.29% 68
2020
Q4 		$994K Sell
26,994
-5,053
-16% -$185K 0.25% 96
2020
Q3 		$1M Buy
32,047
+9,734
+44% +$341K 0.33% 106
2020
Q2 		$692K Buy
22,313
+8,750
+65% +$297K 0.2% 100
2020
Q1 		$420K Buy
13,563
+1,533
+13% +$52.2K 0.15% 137
2019
Q4 		$448K Sell
12,030
-2,436
-17% -$86.8K 0.13% 162
2019
Q3 		$598K Buy
+14,466
New +$526K 0.24% 104

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

Personal CFO Solutions's PFE Position: Q2 2026 in Review

Personal CFO Solutions reduced its Pfizer (PFE) stake by 2.5% in Q2 2026, selling an estimated $44.4K and leaving 66,535 shares worth $1.6M. The position accounts for 0.23% of the portfolio, ranked #72.

Personal CFO Solutions first reported a position in PFE in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.13M in Q4 2021. 2,826 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Personal CFO Solutions held 66,535 shares of Pfizer worth $1.6M as of Q2 2026.
  • Personal CFO Solutions sold 1,698 Pfizer shares in Q2 2026, an estimated $44.4K.
  • Pfizer made up 0.23% of Personal CFO Solutions's portfolio in Q2 2026, its #72 holding.
  • Personal CFO Solutions first reported a position in Pfizer in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Pfizer position peaked at $5.13M in Q4 2021.
  • 2,826 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.