Principle Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.87M | Sell |
160,668
-2,773
| -2% | -$72.5K | 0.19% | 97 |
|
|
2026
Q1 | $4.59M | Buy |
163,441
+6,223
| +4% | +$166K | 0.26% | 77 |
|
|
2025
Q4 | $3.91M | Sell |
157,218
-4,817
| -3% | -$121K | 0.22% | 84 |
|
|
2025
Q3 | $4.13M | Sell |
162,035
-1,508
| -0.9% | -$37.2K | 0.24% | 80 |
|
|
2025
Q2 | $3.96M | Sell |
163,543
-10,333
| -6% | -$241K | 0.25% | 81 |
|
|
2025
Q1 | $4.41M | Sell |
173,876
-16,141
| -8% | -$422K | 0.31% | 74 |
|
|
2024
Q4 | $5.04M | Sell |
190,017
-3,657
| -2% | -$99.2K | 0.35% | 65 |
|
|
2024
Q3 | $5.6M | Sell |
193,674
-1,228
| -0.6% | -$35.8K | 0.4% | 59 |
|
|
2024
Q2 | $5.45M | Sell |
194,902
-7,942
| -4% | -$219K | 0.42% | 59 |
|
|
2024
Q1 | $5.63M | Sell |
202,844
-87,384
| -30% | -$2.42M | 0.44% | 55 |
|
|
2023
Q4 | $8.36M | Sell |
290,228
-65,121
| -18% | -$1.97M | 0.72% | 33 |
|
|
2023
Q3 | $11.8M | Sell |
355,349
-60,706
| -15% | -$2.15M | 1.18% | 18 |
|
|
2023
Q2 | $15.3M | Sell |
416,055
-5,789
| -1% | -$225K | 1.53% | 13 |
|
|
2023
Q1 | $17.2M | Sell |
421,844
-1,753
| -0.4% | -$75.7K | 1.84% | 10 |
|
|
2022
Q4 | $21.7M | Sell |
423,597
-9,514
| -2% | -$456K | 2.46% | 7 |
|
|
2022
Q3 | $19M | Buy |
433,111
+5,939
| +1% | +$289K | 1.79% | 8 |
|
|
2022
Q2 | $22.4M | Sell |
427,172
-1,971
| -0.5% | -$100K | 2.7% | 7 |
|
|
2022
Q1 | $22.2M | Buy |
429,143
+2,522
| +0.6% | +$131K | 2.34% | 8 |
|
|
2021
Q4 | $25.2M | Buy |
426,621
+7,460
| +2% | +$370K | 2.65% | 7 |
|
|
2021
Q3 | $1.83M | Buy |
419,161
+5,584
| +1% | +$247K | 0.21% | 95 |
|
|
2021
Q2 | $16.2M | Sell |
413,577
-4,132
| -1% | -$161K | 1.84% | 10 |
|
|
2021
Q1 | $15.1M | Buy |
417,709
+9,458
| +2% | +$336K | 1.77% | 12 |
|
|
2020
Q4 | $15M | Buy |
408,251
+184,090
| +82% | +$6.75M | 1.98% | 10 |
|
|
2020
Q3 | $7.8M | Sell |
224,161
-3,247
| -1% | -$114K | 2.17% | 9 |
|
|
2020
Q2 | $6.36M | Buy |
227,408
+2,374
| +1% | +$80.7K | 1.87% | 14 |
|
|
2020
Q1 | $6.97M | Sell |
225,034
-355
| -0.2% | -$12.1K | 2.62% | 9 |
|
|
2019
Q4 | $8.38M | Sell |
225,389
-242
| -0.1% | -$8.62K | 2.68% | 7 |
|
|
2019
Q3 | $7.69M | Buy |
225,631
+141,647
| +169% | +$5.15M | 2.66% | 7 |
|
|
2019
Q2 | $3.45M | Buy |
83,984
+27,386
| +48% | +$1.09M | 1.78% | 12 |
|
|
2019
Q1 | $2.28M | Sell |
56,598
-544
| -1% | -$21.8K | 1.3% | 21 |
|
|
2018
Q4 | $2.37M | Buy |
+57,142
| New | +$2.37M | 1.99% | 15 |
|
Other funds holding PFE
Principle Wealth Partners's PFE Position: Q2 2026 in Review
Principle Wealth Partners reduced its Pfizer (PFE) stake by 1.7% in Q2 2026, selling an estimated $72.5K and leaving 160,668 shares worth $3.87M. The position accounts for 0.19% of the portfolio, ranked #97.
Principle Wealth Partners first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.2M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Principle Wealth Partners held 160,668 shares of Pfizer worth $3.87M as of Q2 2026.
- Principle Wealth Partners sold 2,773 Pfizer shares in Q2 2026, an estimated $72.5K.
- Pfizer made up 0.19% of Principle Wealth Partners's portfolio in Q2 2026, its #97 holding.
- Principle Wealth Partners first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Pfizer position peaked at $25.2M in Q4 2021.
- 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.