PWMG
PFE icon

Private Wealth Management Group’s Pfizer PFE Stock Holding History

Private Wealth Management Group’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 		$92K Buy
3,822
+2,018
+112% +$52.8K 0.02% 175
2026
Q1 		$50.6K Sell
1,804
-1,666
-48% -$44.4K 0.01% 193
2025
Q4 		$86.4K Buy
3,470
+24
+0.7% +$605 0.02% 139
2025
Q3 		$87.8K Buy
3,446
+261
+8% +$6.44K 0.02% 135
2025
Q2 		$77.2K Sell
3,185
-72
-2% -$1.68K 0.03% 132
2025
Q1 		$82.5K Buy
3,257
+378
+13% +$9.89K 0.03% 125
2024
Q4 		$76.4K Sell
2,879
-558
-16% -$15.1K 0.03% 137
2024
Q3 		$99.5K Buy
3,437
+92
+3% +$2.68K 0.04% 105
2024
Q2 		$93.6K Sell
3,345
-318
-9% -$8.76K 0.04% 109
2024
Q1 		$102K Buy
3,663
+274
+8% +$7.6K 0.05% 98
2023
Q4 		$97.6K Buy
+3,389
New +$102K 0.05% 101

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

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

Private Wealth Management Group increased its Pfizer (PFE) stake by 112% in Q2 2026, buying an estimated $52.8K and bringing the position to 3,822 shares worth $92K. The position accounts for 0.02% of the portfolio, ranked #175.

Private Wealth Management Group first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $102K in Q1 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Private Wealth Management Group held 3,822 shares of Pfizer worth $92K as of Q2 2026.
  • Private Wealth Management Group bought 2,018 Pfizer shares in Q2 2026, an estimated $52.8K.
  • Pfizer made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #175 holding.
  • Private Wealth Management Group first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Pfizer position peaked at $102K in Q1 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.