Schrum Private Wealth Management’s Pfizer PFE Stock Holding History

Schrum Private 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	$484K	Buy	17,561 +6,724	+62%	+$176K	0.5%	55
2026 Q1	$304K	Sell	10,837 -525	-5%	-$14K	0.23%	101
2025 Q4	$283K	Sell	11,362 -1,925	-14%	-$48.5K	0.21%	106
2025 Q3	$339K	Sell	13,287 -529	-4%	-$13.1K	0.25%	94
2025 Q2	$335K	Sell	13,816 -92	-0.7%	-$2.15K	0.27%	90
2025 Q1	$352K	Sell	13,908 -446	-3%	-$11.7K	0.31%	83
2024 Q4	$381K	Sell	14,354 -16,948	-54%	-$460K	0.32%	78
2024 Q3	$906K	Buy	31,302 +10,658	+52%	+$311K	0.47%	55
2024 Q2	$578K	Sell	20,644 -4,409	-18%	-$121K	0.52%	53
2024 Q1	$695K	Buy	25,053 +8,296	+50%	+$230K	0.63%	44
2023 Q4	$482K	Sell	16,757 -10,183	-38%	-$308K	0.68%	44
2023 Q3	$894K	Buy	26,940 +122	+0.5%	+$4.31K	1.02%	28
2023 Q2	$984K	Buy	26,818 +19	+0.1%	+$740	1.06%	27
2023 Q1	$1.09M	Sell	26,799 -183	-0.7%	-$7.9K	1.26%	22
2022 Q4	$1.38M	Sell	26,982 -1,043	-4%	-$50K	1.64%	14
2022 Q3	$1.23M	Sell	28,025 -507	-2%	-$24.6K	1.55%	19
2022 Q2	$1.5M	Sell	28,532 -50	-0.2%	-$2.55K	1.69%	13
2022 Q1	$1.44M	Buy	28,582 +12	+0%	+$623	1.44%	17
2021 Q4	$1.69M	Buy	+28,570	New	+$1.42M	1.54%	16

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schrum Private Wealth Management's PFE Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Pfizer (PFE) stake by 62% in Q2 2026, buying an estimated $176K and bringing the position to 17,561 shares worth $484K. The position accounts for 0.5% of the portfolio, ranked #55.

Schrum Private Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Schrum Private Wealth Management held 17,561 shares of Pfizer worth $484K as of Q2 2026.
Schrum Private Wealth Management bought 6,724 Pfizer shares in Q2 2026, an estimated $176K.
Pfizer made up 0.5% of Schrum Private Wealth Management's portfolio in Q2 2026, its #55 holding.
Schrum Private Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's Pfizer position peaked at $1.69M in Q4 2021.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.