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Shrier Wealth Management’s Pfizer PFE Stock Holding History

Shrier 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 		$1.08M Buy
44,811
+791
+2% +$20.7K 0.36% 60
2026
Q1 		$1.24M Sell
44,020
-1,093
-2% -$29.1K 0.45% 56
2025
Q4 		$1.12M Buy
+45,113
New +$1.14M 0.44% 55

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

Shrier Wealth Management's PFE Position: Q2 2026 in Review

Shrier Wealth Management increased its Pfizer (PFE) stake by 1.8% in Q2 2026, buying an estimated $20.7K and bringing the position to 44,811 shares worth $1.08M. The position accounts for 0.36% of the portfolio, ranked #60.

Shrier Wealth Management first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q1 2026. 2,814 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Shrier Wealth Management held 44,811 shares of Pfizer worth $1.08M as of Q2 2026.
  • Shrier Wealth Management bought 791 Pfizer shares in Q2 2026, an estimated $20.7K.
  • Pfizer made up 0.36% of Shrier Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Shrier Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Pfizer position peaked at $1.24M in Q1 2026.
  • 2,814 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.