Private Wealth Asset Management’s Pfizer PFE Stock Holding History

Private Wealth Asset 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	$806K	Sell	33,487 -297	-0.9%	-$7.77K	0.08%	146
2026 Q1	$949K	Sell	33,784 -623	-2%	-$16.6K	0.1%	128
2025 Q4	$857K	Buy	34,407 +1,200	+4%	+$30.3K	0.09%	133
2025 Q3	$846K	Hold	33,207	–	–	0.1%	126
2025 Q2	$805K	Sell	33,207 -491	-1%	-$11.5K	0.11%	123
2025 Q1	$854K	Buy	+33,698	New	+$882K	0.12%	118

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

Private Wealth Asset Management's PFE Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Pfizer (PFE) stake by 0.88% in Q2 2026, selling an estimated $7.77K and leaving 33,487 shares worth $806K. The position accounts for 0.08% of the portfolio, ranked #146.

Private Wealth Asset Management first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $949K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Private Wealth Asset Management held 33,487 shares of Pfizer worth $806K as of Q2 2026.
Private Wealth Asset Management sold 297 Pfizer shares in Q2 2026, an estimated $7.77K.
Pfizer made up 0.08% of Private Wealth Asset Management's portfolio in Q2 2026, its #146 holding.
Private Wealth Asset Management first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Pfizer position peaked at $949K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.