RKL 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 | $382K | Buy |
15,850
+902
| +6% | +$23.6K | 0.03% | 151 |
|
|
2026
Q1 | $420K | Buy |
14,948
+264
| +2% | +$7.03K | 0.04% | 136 |
|
|
2025
Q4 | $366K | Hold |
14,684
| – | – | 0.03% | 149 |
|
|
2025
Q3 | $374K | Hold |
14,684
| – | – | 0.03% | 143 |
|
|
2025
Q2 | $356K | Sell |
14,684
-204
| -1% | -$4.76K | 0.03% | 143 |
|
|
2025
Q1 | $377K | Sell |
14,888
-6,646
| -31% | -$174K | 0.04% | 137 |
|
|
2024
Q4 | $571K | Buy |
21,534
+6,340
| +42% | +$172K | 0.05% | 117 |
|
|
2024
Q3 | $440K | Sell |
15,194
-409
| -3% | -$11.9K | 0.04% | 112 |
|
|
2024
Q2 | $437K | Sell |
15,603
-701
| -4% | -$19.3K | 0.04% | 102 |
|
|
2024
Q1 | $452K | Sell |
16,304
-441
| -3% | -$12.2K | 0.04% | 104 |
|
|
2023
Q4 | $482K | Buy |
16,745
+7,652
| +84% | +$231K | 0.05% | 99 |
|
|
2023
Q3 | $302K | Sell |
9,093
-3,753
| -29% | -$133K | 0.04% | 109 |
|
|
2023
Q2 | $471K | Buy |
12,846
+50
| +0.4% | +$1.95K | 0.06% | 98 |
|
|
2023
Q1 | $522K | Sell |
12,796
-1,654
| -11% | -$71.4K | 0.07% | 91 |
|
|
2022
Q4 | $740K | Buy |
14,450
+245
| +2% | +$11.7K | 0.1% | 87 |
|
|
2022
Q3 | $622K | Sell |
14,205
-80
| -0.6% | -$3.89K | 0.09% | 89 |
|
|
2022
Q2 | $749K | Buy |
14,285
+338
| +2% | +$17.2K | 0.1% | 86 |
|
|
2022
Q1 | $722K | Buy |
13,947
+354
| +3% | +$18.4K | 0.09% | 88 |
|
|
2021
Q4 | $803K | Buy |
13,593
+615
| +5% | +$30.5K | 0.1% | 85 |
|
|
2021
Q3 | $558K | Sell |
12,978
-153
| -1% | -$6.78K | 0.07% | 86 |
|
|
2021
Q2 | $514K | Buy |
13,131
+2,689
| +26% | +$105K | 0.06% | 92 |
|
|
2021
Q1 | $378K | Sell |
10,442
-1,147
| -10% | -$40.7K | 0.05% | 98 |
|
|
2020
Q4 | $427K | Sell |
11,589
-3,059
| -21% | -$112K | 0.06% | 93 |
|
|
2020
Q3 | $510K | Buy |
14,648
+2,007
| +16% | +$70.4K | 0.08% | 88 |
|
|
2020
Q2 | $392K | Sell |
12,641
-881
| -7% | -$29.9K | 0.07% | 92 |
|
|
2020
Q1 | $419K | Sell |
13,522
-436
| -3% | -$14.9K | 0.09% | 87 |
|
|
2019
Q4 | $519K | Buy |
13,958
+187
| +1% | +$6.66K | 0.09% | 92 |
|
|
2019
Q3 | $472K | Sell |
13,771
-1,400
| -9% | -$50.9K | 0.09% | 94 |
|
|
2019
Q2 | $622K | Buy |
15,171
+2,241
| +17% | +$89K | 0.11% | 88 |
|
|
2019
Q1 | $521K | Sell |
12,930
-310
| -2% | -$12.4K | 0.1% | 99 |
|
|
2018
Q4 | $546K | Sell |
13,240
-1,690
| -11% | -$70.2K | 0.13% | 91 |
|
|
2018
Q3 | $622K | Sell |
14,930
-1,889
| -11% | -$72.7K | 0.13% | 93 |
|
|
2018
Q2 | $583K | Sell |
16,819
-4,005
| -19% | -$137K | 0.13% | 95 |
|
|
2018
Q1 | $701K | Sell |
20,824
-2,388
| -10% | -$82.1K | 0.17% | 90 |
|
|
2017
Q4 | $801K | Sell |
23,212
-7,318
| -24% | -$250K | 0.2% | 90 |
|
|
2017
Q3 | $1.03M | Sell |
30,530
-4,717
| -13% | -$152K | 0.29% | 76 |
|
|
2017
Q2 | $1.13M | Sell |
35,247
-233
| -0.7% | -$7.35K | 0.36% | 61 |
|
|
2017
Q1 | $1.15M | Sell |
35,480
-6,000
| -14% | -$189K | 0.46% | 48 |
|
|
2016
Q4 | $1.28M | Sell |
41,480
-4,335
| -9% | -$132K | 0.62% | 42 |
|
|
2016
Q3 | $1.47M | Buy |
45,815
+5,548
| +14% | +$186K | 0.74% | 34 |
|
|
2016
Q2 | $1.32M | Buy |
40,267
+8,885
| +28% | +$284K | 0.69% | 32 |
|
|
2016
Q1 | $882K | Buy |
+31,382
| New | +$896K | 0.51% | 35 |
|
Other funds holding PFE
RKL Wealth Management's PFE Position: Q2 2026 in Review
RKL Wealth Management increased its Pfizer (PFE) stake by 6% in Q2 2026, buying an estimated $23.6K and bringing the position to 15,850 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #151.
RKL Wealth Management first reported a position in PFE in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.47M in Q3 2016. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- RKL Wealth Management held 15,850 shares of Pfizer worth $382K as of Q2 2026.
- RKL Wealth Management bought 902 Pfizer shares in Q2 2026, an estimated $23.6K.
- Pfizer made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #151 holding.
- RKL Wealth Management first reported a position in Pfizer in Q1 2016 and has held it in 42 quarters since.
- RKL Wealth Management's Pfizer position peaked at $1.47M in Q3 2016.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.