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Spire Wealth Management’s Pfizer PFE Stock Holding History

Spire 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 		$444K Sell
18,451
-26,665
-59% -$698K 0.01% 582
2026
Q1 		$1.27M Sell
45,116
-1,861
-4% -$49.5K 0.04% 349
2025
Q4 		$1.17M Buy
46,977
+655
+1% +$16.5K 0.04% 364
2025
Q3 		$1.18M Buy
46,322
+522
+1% +$12.9K 0.04% 351
2025
Q2 		$1.11M Sell
45,800
-22,488
-33% -$524K 0.04% 346
2025
Q1 		$1.73M Buy
68,288
+128
+0.2% +$3.35K 0.06% 287
2024
Q4 		$1.81M Sell
68,160
-5,185
-7% -$141K 0.06% 260
2024
Q3 		$2.12M Sell
73,345
-2,964
-4% -$86.5K 0.07% 221
2024
Q2 		$2.14M Sell
76,309
-19,009
-20% -$523K 0.08% 222
2024
Q1 		$2.65M Buy
95,318
+1,483
+2% +$41.2K 0.05% 212
2023
Q4 		$2.65M Sell
93,835
-4,150
-4% -$125K 0.09% 199
2023
Q3 		$3.25M Buy
97,985
+2,397
+3% +$84.8K 0.12% 180
2023
Q2 		$3.51M Sell
95,588
-5,111
-5% -$199K 0.13% 154
2023
Q1 		$4.11M Buy
100,699
+20,831
+26% +$900K 0.16% 126
2022
Q4 		$4.09M Buy
79,868
+8,162
+11% +$391K 0.23% 99
2022
Q3 		$3.14M Sell
71,706
-78,115
-52% -$3.8M 0.19% 110
2022
Q2 		$7.86M Sell
149,821
-29,711
-17% -$1.51M 0.32% 79
2022
Q1 		$9.29M Sell
179,532
-88,003
-33% -$4.57M 0.25% 113
2021
Q4 		$15.8M Buy
267,535
+70,569
+36% +$3.5M 0.35% 74
2021
Q3 		$8.59M Buy
196,966
+9,668
+5% +$428K 0.23% 117
2021
Q2 		$7.33M Sell
187,298
-82,349
-31% -$3.2M 0.2% 132
2021
Q1 		$9.73M Buy
+269,647
New +$9.57M 0.26% 108

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

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

Spire Wealth Management reduced its Pfizer (PFE) stake by 59% in Q2 2026, selling an estimated $698K and leaving 18,451 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #582.

Spire Wealth Management first reported a position in PFE in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.8M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Spire Wealth Management held 18,451 shares of Pfizer worth $444K as of Q2 2026.
  • Spire Wealth Management sold 26,665 Pfizer shares in Q2 2026, an estimated $698K.
  • Pfizer made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Spire Wealth Management first reported a position in Pfizer in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Pfizer position peaked at $15.8M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.