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Smith Partners Wealth Management’s Pfizer PFE Stock Holding History

Smith Partners 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 		– Sell
-8,429
Closed -$237K – 82
2026
Q1 		$237K Sell
8,429
-656
-7% -$17.5K 0.21% 63
2025
Q4 		$226K Buy
+9,085
New +$229K 0.21% 68

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

Smith Partners Wealth Management's PFE Position: Q2 2026 in Review

Smith Partners Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,429 shares — an estimated $237K sold.

Smith Partners Wealth Management first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Smith Partners Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Smith Partners Wealth Management sold 8,429 Pfizer shares in Q2 2026, an estimated $237K.
  • Smith Partners Wealth Management first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
  • Smith Partners Wealth Management's Pfizer position peaked at $237K in Q1 2026.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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