SWM
PFE icon

Sterling Wealth Management’s Pfizer PFE Stock Holding History

Sterling 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 		$339K Buy
+14,087
New +$368K 0.08% 91
2024
Q4 		$203K Sell
7,649
-975
-11% -$26.4K 0.07% 105
2024
Q3 		$250K Buy
8,624
+680
+9% +$19.8K 0.09% 101
2024
Q2 		$222K Sell
7,944
-705
-8% -$19.4K 0.11% 97
2024
Q1 		$240K Hold
8,649
– – 0.12% 87
2023
Q4 		$249K Buy
+8,649
New +$261K 0.14% 80

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 $3.38T AUM 44.17% 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

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

Sterling Wealth Management opened a new position in Pfizer (PFE) in Q2 2026: 14,087 shares worth $339K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings. This is a return to the name: Sterling Wealth Management previously reported a position in PFE as recently as Q4 2024.

Sterling Wealth Management first reported a position in PFE in Q4 2023 and has held it in 6 quarters since. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sterling Wealth Management held 14,087 shares of Pfizer worth $339K as of Q2 2026.
  • Pfizer was a new Sterling Wealth Management position in Q2 2026.
  • Pfizer made up 0.08% of Sterling Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Sterling Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 6 quarters since.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.