PJWM
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Philip James Wealth Mangement’s Pfizer PFE Stock Holding History

Philip James Wealth Mangement’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 		$10.7M Buy
443,426
+31,652
+8% +$828K 1.2% 18
2026
Q1 		$11.6M Buy
411,774
+4,564
+1% +$122K 1.33% 14
2025
Q4 		$10.1M Sell
407,210
-5,140
-1% -$130K 1.17% 18
2025
Q3 		$10.5M Buy
412,350
+13,631
+3% +$336K 1.23% 17
2025
Q2 		$9.66M Buy
398,719
+67,253
+20% +$1.57M 1.23% 17
2025
Q1 		$8.4M Buy
331,466
+11,035
+3% +$289K 1.02% 19
2024
Q4 		$8.5M Sell
320,431
-28,866
-8% -$783K 1.1% 16
2024
Q3 		$10.1M Buy
+349,297
New +$10.2M 1.24% 17

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

Philip James Wealth Mangement's PFE Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Pfizer (PFE) stake by 7.7% in Q2 2026, buying an estimated $828K and bringing the position to 443,426 shares worth $10.7M. The position accounts for 1.2% of the portfolio, ranked #18.

Philip James Wealth Mangement first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Philip James Wealth Mangement held 443,426 shares of Pfizer worth $10.7M as of Q2 2026.
  • Philip James Wealth Mangement bought 31,652 Pfizer shares in Q2 2026, an estimated $828K.
  • Pfizer made up 1.2% of Philip James Wealth Mangement's portfolio in Q2 2026, its #18 holding.
  • Philip James Wealth Mangement first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's Pfizer position peaked at $11.6M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.