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Tempus Wealth Planning’s Pfizer PFE Stock Holding History

Tempus Wealth Planning’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 		$1.16M Buy
48,325
+6,667
+16% +$174K 0.23% 114
2026
Q1 		$1.17M Buy
41,658
+19,363
+87% +$516K 0.27% 109
2025
Q4 		$555K Buy
22,295
+160
+0.7% +$4.04K 0.13% 165
2025
Q3 		$564K Sell
22,135
-3,783
-15% -$93.4K 0.13% 169
2025
Q2 		$628K Buy
25,918
+1,284
+5% +$29.9K 0.16% 146
2025
Q1 		$624K Sell
24,634
-134
-0.5% -$3.51K 0.19% 126
2024
Q4 		$657K Buy
24,768
+6,467
+35% +$175K 0.2% 117
2024
Q3 		$530K Buy
18,301
+604
+3% +$17.6K 0.19% 123
2024
Q2 		$495K Buy
17,697
+6,320
+56% +$174K 0.21% 111
2024
Q1 		$316K Sell
11,377
-5,132
-31% -$142K 0.14% 150
2023
Q4 		$475K Sell
16,509
-1,298
-7% -$39.2K 0.21% 106
2023
Q3 		$591K Sell
17,807
-9,488
-35% -$336K 0.3% 77
2023
Q2 		$1M Sell
27,295
-9,850
-27% -$383K 0.45% 68
2023
Q1 		$1.52M Sell
37,145
-934
-2% -$40.3K 0.74% 30
2022
Q4 		$1.95M Sell
38,079
-4,001
-10% -$192K 1.19% 17
2022
Q3 		$1.84M Buy
42,080
+7,522
+22% +$366K 1.23% 16
2022
Q2 		$1.81M Sell
34,558
-975
-3% -$49.7K 1.49% 13
2022
Q1 		$1.84M Sell
35,533
-3,208
-8% -$166K 1.31% 17
2021
Q4 		$2.29M Sell
38,741
-326
-0.8% -$16.2K 1.23% 19
2021
Q3 		$1.68M Buy
39,067
+226
+0.6% +$10K 0.95% 26
2021
Q2 		$1.52M Buy
38,841
+1,370
+4% +$53.3K 1.01% 23
2021
Q1 		$1.36M Buy
37,471
+11,048
+42% +$392K 1.44% 19
2020
Q4 		$973K Buy
26,423
+578
+2% +$21.2K 1.26% 13
2020
Q3 		$900K Buy
25,845
+410
+2% +$14.4K 1.3% 14
2020
Q2 		$789K Sell
25,435
-137
-0.5% -$4.65K 1.18% 15
2020
Q1 		$792K Buy
25,572
+2,531
+11% +$86.2K 1.3% 14
2019
Q4 		$857K Buy
+23,041
New +$821K 0.76% 20

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

Tempus Wealth Planning's PFE Position: Q2 2026 in Review

Tempus Wealth Planning increased its Pfizer (PFE) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 48,325 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #114.

Tempus Wealth Planning first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q4 2021. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Tempus Wealth Planning held 48,325 shares of Pfizer worth $1.16M as of Q2 2026.
  • Tempus Wealth Planning bought 6,667 Pfizer shares in Q2 2026, an estimated $174K.
  • Pfizer made up 0.23% of Tempus Wealth Planning's portfolio in Q2 2026, its #114 holding.
  • Tempus Wealth Planning first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Pfizer position peaked at $2.29M in Q4 2021.
  • 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.