Ritholtz Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.66M | Sell |
193,644
-15,480
| -7% | -$405K | 0.07% | 200 |
|
|
2026
Q1 | $5.87M | Buy |
209,124
+30,643
| +17% | +$816K | 0.1% | 134 |
|
|
2025
Q4 | $4.44M | Buy |
178,481
+60,645
| +51% | +$1.53M | 0.08% | 165 |
|
|
2025
Q3 | $3M | Buy |
117,836
+28,828
| +32% | +$712K | 0.06% | 234 |
|
|
2025
Q2 | $2.16M | Buy |
89,008
+37,209
| +72% | +$868K | 0.05% | 277 |
|
|
2025
Q1 | $1.31M | Buy |
51,799
+18,309
| +55% | +$479K | 0.04% | 339 |
|
|
2024
Q4 | $888K | Sell |
33,490
-21,777
| -39% | -$591K | 0.03% | 396 |
|
|
2024
Q3 | $1.6M | Buy |
55,267
+11,519
| +26% | +$336K | 0.05% | 278 |
|
|
2024
Q2 | $1.22M | Buy |
43,748
+3,013
| +7% | +$83K | 0.04% | 305 |
|
|
2024
Q1 | $1.13M | Buy |
40,735
+7,870
| +24% | +$218K | 0.04% | 327 |
|
|
2023
Q4 | $946K | Buy |
32,865
+4,608
| +16% | +$139K | 0.04% | 343 |
|
|
2023
Q3 | $937K | Sell |
28,257
-16,195
| -36% | -$573K | 0.04% | 298 |
|
|
2023
Q2 | $1.63M | Sell |
44,452
-5,982
| -12% | -$233K | 0.07% | 176 |
|
|
2023
Q1 | $2.06M | Sell |
50,434
-17,654
| -26% | -$762K | 0.1% | 124 |
|
|
2022
Q4 | $3.49M | Sell |
68,088
-32,353
| -32% | -$1.55M | 0.19% | 78 |
|
|
2022
Q3 | $4.39M | Buy |
100,441
+29,634
| +42% | +$1.44M | 0.23% | 55 |
|
|
2022
Q2 | $3.71M | Buy |
70,807
+12,750
| +22% | +$650K | 0.23% | 52 |
|
|
2022
Q1 | $3.01M | Buy |
58,057
+3,740
| +7% | +$194K | 0.2% | 54 |
|
|
2021
Q4 | $3.21M | Buy |
54,317
+7,965
| +17% | +$395K | 0.2% | 51 |
|
|
2021
Q3 | $1.99M | Buy |
46,352
+2,537
| +6% | +$112K | 0.14% | 74 |
|
|
2021
Q2 | $1.72M | Buy |
43,815
+3,617
| +9% | +$141K | 0.12% | 81 |
|
|
2021
Q1 | $1.46M | Buy |
40,198
+1,561
| +4% | +$55.4K | 0.12% | 79 |
|
|
2020
Q4 | $1.42M | Buy |
38,637
+9,432
| +32% | +$346K | 0.14% | 67 |
|
|
2020
Q3 | $1.02M | Buy |
29,205
+3,375
| +13% | +$118K | 0.11% | 77 |
|
|
2020
Q2 | $801K | Buy |
25,830
+9,454
| +58% | +$321K | 0.1% | 80 |
|
|
2020
Q1 | $507K | Buy |
16,376
+5,155
| +46% | +$176K | 0.08% | 74 |
|
|
2019
Q4 | $417K | Sell |
11,221
-1,644
| -13% | -$58.6K | 0.06% | 94 |
|
|
2019
Q3 | $439K | Buy |
12,865
+1,549
| +14% | +$56.3K | 0.07% | 81 |
|
|
2019
Q2 | $465K | Sell |
11,316
-1,175
| -9% | -$46.7K | 0.08% | 74 |
|
|
2019
Q1 | $503K | Buy |
12,491
+689
| +6% | +$27.6K | 0.09% | 73 |
|
|
2018
Q4 | $489K | Buy |
11,802
+682
| +6% | +$28.3K | 0.11% | 69 |
|
|
2018
Q3 | $465K | Buy |
11,120
+1,112
| +11% | +$42.8K | 0.12% | 65 |
|
|
2018
Q2 | $344K | Buy |
10,008
+2,166
| +28% | +$74K | 0.09% | 81 |
|
|
2018
Q1 | $264K | Sell |
7,842
-1,567
| -17% | -$53.9K | 0.08% | 92 |
|
|
2017
Q4 | $323K | Buy |
9,409
+834
| +10% | +$28.4K | 0.1% | 87 |
|
|
2017
Q3 | $290K | Buy |
+8,575
| New | +$276K | 0.11% | 59 |
|
Other funds holding PFE
Ritholtz Wealth Management's PFE Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its Pfizer (PFE) stake by 7.4% in Q2 2026, selling an estimated $405K and leaving 193,644 shares worth $4.66M. The position accounts for 0.07% of the portfolio, ranked #200.
Ritholtz Wealth Management first reported a position in PFE in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.87M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Ritholtz Wealth Management held 193,644 shares of Pfizer worth $4.66M as of Q2 2026.
- Ritholtz Wealth Management sold 15,480 Pfizer shares in Q2 2026, an estimated $405K.
- Pfizer made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #200 holding.
- Ritholtz Wealth Management first reported a position in Pfizer in Q3 2017 and has held it in 36 quarters since.
- Ritholtz Wealth Management's Pfizer position peaked at $5.87M in Q1 2026.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.