Strategic Family Wealth Counselors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.23M | Sell |
175,617
-61
| -0% | -$1.6K | 0.98% | 31 |
|
|
2026
Q1 | $4.93M | Sell |
175,678
-6,576
| -4% | -$175K | 1.3% | 27 |
|
|
2025
Q4 | $4.65M | Buy |
182,254
+6,761
| +4% | +$170K | 1.04% | 29 |
|
|
2025
Q3 | $4.47M | Sell |
175,493
-207
| -0.1% | -$5.11K | 1.15% | 29 |
|
|
2025
Q2 | $4.26M | Buy |
175,700
+334
| +0.2% | +$7.79K | 1.21% | 29 |
|
|
2025
Q1 | $4.44M | Sell |
175,366
-70
| -0% | -$1.83K | 1.44% | 25 |
|
|
2024
Q4 | $4.65M | Sell |
175,436
-231
| -0.1% | -$6.27K | 1.52% | 24 |
|
|
2024
Q3 | $5.08M | Buy |
175,667
+368
| +0.2% | +$10.7K | 1.78% | 21 |
|
|
2024
Q2 | $4.9M | Sell |
175,299
-160
| -0.1% | -$4.41K | 1.87% | 21 |
|
|
2024
Q1 | $4.87M | Sell |
175,459
-52
| -0% | -$1.44K | 1.92% | 19 |
|
|
2023
Q4 | $5.05M | Buy |
175,511
+10
| +0% | +$302 | 2.12% | 18 |
|
|
2023
Q3 | $5.82M | Sell |
175,501
-8
| -0% | -$283 | 2.8% | 11 |
|
|
2023
Q2 | $6.44M | Sell |
175,509
-13
| -0% | -$506 | 2.96% | 11 |
|
|
2023
Q1 | $7.16M | Sell |
175,522
-565
| -0.3% | -$24.4K | 3.39% | 5 |
|
|
2022
Q4 | $9.02M | Buy |
176,087
+566
| +0.3% | +$27.1K | 4.47% | 4 |
|
|
2022
Q3 | $7.68M | Buy |
175,521
+57
| +0% | +$2.77K | 3.77% | 5 |
|
|
2022
Q2 | $9.2M | Buy |
175,464
+230
| +0.1% | +$11.7K | 4.41% | 4 |
|
|
2022
Q1 | $9.07M | Hold |
175,234
| – | – | 3.66% | 5 |
|
|
2021
Q4 | $10.3M | Sell |
175,234
-133
| -0.1% | -$6.59K | 3.32% | 5 |
|
|
2021
Q3 | $7.54M | Buy |
175,367
+2,500
| +1% | +$111K | 2.58% | 9 |
|
|
2021
Q2 | $6.77M | Hold |
172,867
| – | – | 2.21% | 11 |
|
|
2021
Q1 | $6.26M | Hold |
172,867
| – | – | 2.36% | 10 |
|
|
2020
Q4 | $6.36M | Sell |
172,867
-9,335
| -5% | -$342K | 3.28% | 6 |
|
|
2020
Q3 | $6.34M | Sell |
182,202
-420
| -0.2% | -$14.7K | 3.56% | 7 |
|
|
2020
Q2 | $5.67M | Buy |
182,622
+420
| +0.2% | +$14.3K | 3.57% | 7 |
|
|
2020
Q1 | $5.64M | Buy |
182,202
+288
| +0.2% | +$9.81K | 4.22% | 5 |
|
|
2019
Q4 | $6.76M | Sell |
181,914
-205
| -0.1% | -$7.3K | 5.46% | 4 |
|
|
2019
Q3 | $6.21M | Sell |
182,119
-249
| -0.1% | -$9.05K | 4.7% | 5 |
|
|
2019
Q2 | $7.5M | Sell |
182,368
-2,726
| -1% | -$108K | 5.8% | 4 |
|
|
2019
Q1 | $7.46M | Buy |
185,094
+3
| +0% | +$120 | 6.03% | 3 |
|
|
2018
Q4 | $7.67M | Buy |
+185,091
| New | +$7.68M | 8.68% | 2 |
|
Other funds holding PFE
Strategic Family Wealth Counselors's PFE Position: Q2 2026 in Review
Strategic Family Wealth Counselors reduced its Pfizer (PFE) stake by 0.03% in Q2 2026, selling an estimated $1.6K and leaving 175,617 shares worth $4.23M. The position accounts for 0.98% of the portfolio, ranked #31.
Strategic Family Wealth Counselors first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Strategic Family Wealth Counselors held 175,617 shares of Pfizer worth $4.23M as of Q2 2026.
- Strategic Family Wealth Counselors sold 61 Pfizer shares in Q2 2026, an estimated $1.6K.
- Pfizer made up 0.98% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #31 holding.
- Strategic Family Wealth Counselors first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Strategic Family Wealth Counselors's Pfizer position peaked at $10.3M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.