Quaker Wealth Management’s Pfizer PFE Stock Holding History

Quaker 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	$86.9K	Buy	3,608 +13	+0.4%	+$340	0.03%	120
2026 Q1	$101K	Buy	3,595 +25	+0.7%	+$666	0.03%	111
2025 Q4	$88.9K	Buy	3,570 +30	+0.8%	+$757	0.03%	120
2025 Q3	$90.2K	Sell	3,540 -431	-11%	-$10.6K	0.03%	110
2025 Q2	$96.3K	Buy	+3,971	New	+$92.6K	0.03%	109
2023 Q1	–	Sell	-4,170	Closed	-$214K	–	50
2022 Q4	$214K	Sell	4,170 -1,996	-32%	-$95.7K	0.11%	36
2022 Q3	$270K	Sell	6,166 -433	-7%	-$21K	0.14%	33
2022 Q2	$346K	Buy	6,599 +33	+0.5%	+$1.68K	0.17%	29
2022 Q1	$340K	Buy	6,566 +533	+9%	+$27.7K	0.15%	33
2021 Q4	$356K	Buy	+6,033	New	+$299K	0.15%	34
2021 Q1	$244K	Sell	6,741 -5,799	-46%	-$206K	0.11%	46
2020 Q4	$462K	Buy	12,540 +3,872	+45%	+$142K	0.24%	31
2020 Q3	$302K	Buy	+8,668	New	+$304K	0.16%	37
2020 Q1	–	Sell	-5,430	Closed	-$202K	–	49
2019 Q4	$202K	Buy	+5,430	New	+$193K	0.12%	47

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Quaker Wealth Management increased its Pfizer (PFE) stake by 0.36% in Q2 2026, buying an estimated $340 and bringing the position to 3,608 shares worth $86.9K. The position accounts for 0.03% of the portfolio, ranked #120.

Quaker Wealth Management first reported a position in PFE in Q4 2019 and has held it in 14 quarters since. The position peaked at $462K in Q4 2020. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Quaker Wealth Management held 3,608 shares of Pfizer worth $86.9K as of Q2 2026.
Quaker Wealth Management bought 13 Pfizer shares in Q2 2026, an estimated $340.
Pfizer made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #120 holding.
Quaker Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 14 quarters since.
Quaker Wealth Management's Pfizer position peaked at $462K in Q4 2020.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.