StrongBox Wealth’s Pfizer PFE Stock Holding History

StrongBox Wealth’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	$24.1K	Buy	+1,000	New	+$26.2K	0.01%	213
2024 Q2	–	Sell	-17,140	Closed	-$476K	–	90
2024 Q1	$476K	Sell	17,140 -11,242	-40%	-$312K	0.25%	53
2023 Q4	$817K	Sell	28,382 -16,546	-37%	-$500K	0.48%	49
2023 Q3	$1.49M	Buy	44,928 +7,321	+19%	+$259K	0.95%	39
2023 Q2	$1.38M	Buy	37,607 +4,272	+13%	+$166K	0.87%	37
2023 Q1	$1.36M	Buy	+33,335	New	+$1.44M	0.91%	38

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

StrongBox Wealth's PFE Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Pfizer (PFE) in Q2 2026: 1,000 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in PFE as recently as Q1 2024.

StrongBox Wealth first reported a position in PFE in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

StrongBox Wealth held 1,000 shares of Pfizer worth $24.1K as of Q2 2026.
Pfizer was a new StrongBox Wealth position in Q2 2026.
Pfizer made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #213 holding.
StrongBox Wealth first reported a position in Pfizer in Q1 2023 and has held it in 6 quarters since.
StrongBox Wealth's Pfizer position peaked at $1.49M in Q3 2023.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.