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Semus Wealth Partners’s Pfizer PFE Stock Holding History

Semus Wealth Partners’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 		$267K Buy
11,093
+203
+2% +$5.31K 0.13% 97
2026
Q1 		$306K Sell
10,890
-106
-1% -$2.82K 0.17% 86
2025
Q4 		$274K Sell
10,996
-24
-0.2% -$605 0.15% 86
2025
Q3 		$281K Buy
11,020
+99
+0.9% +$2.44K 0.16% 85
2025
Q2 		$265K Buy
10,921
+902
+9% +$21K 0.17% 94
2025
Q1 		$254K Sell
10,019
-1,313
-12% -$34.4K 0.18% 91
2024
Q4 		$301K Sell
11,332
-1,283
-10% -$34.8K 0.2% 80
2024
Q3 		$365K Sell
12,615
-910
-7% -$26.5K 0.26% 76
2024
Q2 		$378K Sell
13,525
-621
-4% -$17.1K 0.29% 66
2024
Q1 		$393K Buy
14,146
+209
+1% +$5.8K 0.33% 74
2023
Q4 		$401K Sell
13,937
-499
-3% -$15.1K 0.33% 68
2023
Q3 		$479K Buy
14,436
+886
+7% +$31.3K 0.45% 53
2023
Q2 		$497K Buy
13,550
+648
+5% +$25.2K 0.46% 54
2023
Q1 		$526K Buy
12,902
+679
+6% +$29.3K 0.57% 44
2022
Q4 		$626K Buy
+12,223
New +$586K 0.76% 33

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

Semus Wealth Partners's PFE Position: Q2 2026 in Review

Semus Wealth Partners increased its Pfizer (PFE) stake by 1.9% in Q2 2026, buying an estimated $5.31K and bringing the position to 11,093 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #97.

Semus Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $626K in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Semus Wealth Partners held 11,093 shares of Pfizer worth $267K as of Q2 2026.
  • Semus Wealth Partners bought 203 Pfizer shares in Q2 2026, an estimated $5.31K.
  • Pfizer made up 0.13% of Semus Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Semus Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Pfizer position peaked at $626K in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.