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Retirement Wealth Solutions’s Pfizer PFE Stock Holding History

Retirement Wealth Solutions’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 		$8.48K Sell
352
-118
-25% -$3.09K ﹤0.01% 250
2026
Q1 		$13.2K Buy
470
+186
+65% +$4.95K 0.01% 180
2025
Q4 		$7.08K Sell
284
-67
-19% -$1.69K ﹤0.01% 263
2025
Q3 		$8.95K Sell
351
-711
-67% -$17.5K 0.01% 239
2025
Q2 		$25.7K Buy
1,062
+6
+0.6% +$140 0.02% 130
2025
Q1 		$26.8K Buy
1,056
+85
+9% +$2.22K 0.02% 111
2024
Q4 		$25.9K Buy
+971
New +$26.3K 0.02% 120

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

Retirement Wealth Solutions's PFE Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Pfizer (PFE) stake by 25% in Q2 2026, selling an estimated $3.09K and leaving 352 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Retirement Wealth Solutions first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.8K in Q1 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Retirement Wealth Solutions held 352 shares of Pfizer worth $8.48K as of Q2 2026.
  • Retirement Wealth Solutions sold 118 Pfizer shares in Q2 2026, an estimated $3.09K.
  • Pfizer made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #250 holding.
  • Retirement Wealth Solutions first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Pfizer position peaked at $26.8K in Q1 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.