QWM
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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
2025
Q2 		– Sell
-3,952
Closed -$100K – 1472
2025
Q1 		$100K Buy
+3,952
New +$103K 0.04% 102

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
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.