Pines Wealth Management’s Pfizer PFE Stock Holding History

Pines 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	–	Sell	-7,407	Closed	-$208K	–	227
2026 Q1	$208K	Sell	7,407 -2,023	-21%	-$53.9K	0.07%	211
2025 Q4	$235K	Buy	9,430 +400	+4%	+$10.1K	0.08%	203
2025 Q3	$230K	Sell	9,030 -990	-10%	-$24.4K	0.08%	207
2025 Q2	$254K	Sell	10,020 -942	-9%	-$22K	0.09%	194
2025 Q1	$239K	Sell	10,962 -480	-4%	-$12.6K	0.11%	177
2024 Q4	$306K	Buy	+11,442	New	+$310K	0.13%	158

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

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

Pines Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,407 shares — an estimated $208K sold.

Pines Wealth Management first reported a position in PFE in Q4 2024 and held it in 6 quarters. The position peaked at $306K in Q4 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Pines Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Pines Wealth Management sold 7,407 Pfizer shares in Q2 2026, an estimated $208K.
Pines Wealth Management first reported a position in Pfizer in Q4 2024 and held it in 6 quarters.
Pines Wealth Management's Pfizer position peaked at $306K in Q4 2024.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.