TRUE Private Wealth Advisors’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 | $1.61M | Buy |
66,968
+2,124
| +3% | +$55.6K | 0.14% | 103 |
|
|
2026
Q1 | $1.82M | Sell |
64,844
-3,139
| -5% | -$83.6K | 0.17% | 75 |
|
|
2025
Q4 | $1.69M | Buy |
67,983
+1,666
| +3% | +$42K | 0.17% | 84 |
|
|
2025
Q3 | $1.69M | Buy |
66,317
+3,553
| +6% | +$87.7K | 0.17% | 86 |
|
|
2025
Q2 | $1.52M | Sell |
62,764
-3,363
| -5% | -$78.4K | 0.17% | 86 |
|
|
2025
Q1 | $1.68M | Buy |
66,127
+2,404
| +4% | +$62.9K | 0.2% | 70 |
|
|
2024
Q4 | $1.69M | Buy |
63,723
+2,165
| +4% | +$58.7K | 0.21% | 74 |
|
|
2024
Q3 | $1.78M | Sell |
61,558
-14,240
| -19% | -$415K | 0.21% | 70 |
|
|
2024
Q2 | $2.12M | Buy |
75,798
+8,550
| +13% | +$235K | 0.24% | 65 |
|
|
2024
Q1 | $1.87M | Sell |
67,248
-1,913
| -3% | -$53.1K | 0.21% | 66 |
|
|
2023
Q4 | $1.99M | Sell |
69,161
-90,997
| -57% | -$2.75M | 0.25% | 64 |
|
|
2023
Q3 | $5.31M | Buy |
160,158
+20,393
| +15% | +$721K | 0.74% | 26 |
|
|
2023
Q2 | $5.13M | Buy |
139,765
+2,885
| +2% | +$112K | 0.76% | 21 |
|
|
2023
Q1 | $5.58M | Buy |
136,880
+9,647
| +8% | +$417K | 0.83% | 19 |
|
|
2022
Q4 | $6.52M | Sell |
127,233
-2,035
| -2% | -$97.6K | 1% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
129,268
+5,814
| +5% | +$283K | 0.86% | 13 |
|
|
2022
Q2 | $6.47M | Buy |
123,454
+2,245
| +2% | +$114K | 0.94% | 13 |
|
|
2022
Q1 | $6.02M | Sell |
121,209
-4,838
| -4% | -$251K | 0.85% | 15 |
|
|
2021
Q4 | $7.44M | Sell |
126,047
-6,945
| -5% | -$344K | 1.06% | 17 |
|
|
2021
Q3 | $5.72M | Buy |
132,992
+3,517
| +3% | +$156K | 0.83% | 18 |
|
|
2021
Q2 | $5.07M | Buy |
129,475
+5,453
| +4% | +$212K | 0.75% | 17 |
|
|
2021
Q1 | $4.49M | Buy |
124,022
+21,271
| +21% | +$755K | 0.73% | 17 |
|
|
2020
Q4 | $3.78M | Sell |
102,751
-3,045
| -3% | -$112K | 0.63% | 20 |
|
|
2020
Q3 | $3.68M | Buy |
105,796
+6,010
| +6% | +$211K | 0.63% | 21 |
|
|
2020
Q2 | $3.1M | Buy |
99,786
+2,813
| +3% | +$95.6K | 0.57% | 32 |
|
|
2020
Q1 | $3M | Buy |
96,973
+48,560
| +100% | +$1.65M | 0.64% | 28 |
|
|
2019
Q4 | $1.8M | Buy |
48,413
+62
| +0.1% | +$2.21K | 0.28% | 54 |
|
|
2019
Q3 | $1.65M | Buy |
48,351
+2,293
| +5% | +$83.4K | 0.28% | 53 |
|
|
2019
Q2 | $1.89M | Buy |
46,058
+3,266
| +8% | +$130K | 0.32% | 45 |
|
|
2019
Q1 | $1.72M | Sell |
42,792
-14,487
| -25% | -$580K | 0.33% | 56 |
|
|
2018
Q4 | $2.37M | Buy |
57,279
+4,875
| +9% | +$202K | 0.42% | 47 |
|
|
2018
Q3 | $2.19M | Sell |
52,404
-10,989
| -17% | -$423K | 0.31% | 61 |
|
|
2018
Q2 | $2.18M | Buy |
63,393
+5,793
| +10% | +$198K | 0.34% | 57 |
|
|
2018
Q1 | $1.94M | Buy |
57,600
+2,945
| +5% | +$101K | 0.33% | 54 |
|
|
2017
Q4 | $1.88M | Buy |
54,655
+12,720
| +30% | +$434K | 0.33% | 53 |
|
|
2017
Q3 | $1.42M | Sell |
41,935
-1,417
| -3% | -$45.5K | 0.32% | 46 |
|
|
2017
Q2 | $1.38M | Sell |
43,352
-667
| -2% | -$21K | 0.32% | 45 |
|
|
2017
Q1 | $1.42M | Sell |
44,019
-2,577
| -6% | -$81.3K | 0.33% | 44 |
|
|
2016
Q4 | $1.4M | Sell |
46,596
-3,265
| -7% | -$99.7K | 0.34% | 45 |
|
|
2016
Q3 | $1.55M | Buy |
49,861
+2,953
| +6% | +$98.7K | 0.5% | 36 |
|
|
2016
Q2 | $1.57M | Buy |
46,908
+902
| +2% | +$28.8K | 0.52% | 35 |
|
|
2016
Q1 | $1.29M | Buy |
46,006
+10,481
| +30% | +$299K | 0.5% | 31 |
|
|
2015
Q4 | $1.09M | Buy |
+35,525
| New | +$1.12M | 0.48% | 34 |
|
Other funds holding PFE
TRUE Private Wealth Advisors's PFE Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its Pfizer (PFE) stake by 3.3% in Q2 2026, buying an estimated $55.6K and bringing the position to 66,968 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #103.
TRUE Private Wealth Advisors first reported a position in PFE in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.44M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- TRUE Private Wealth Advisors held 66,968 shares of Pfizer worth $1.61M as of Q2 2026.
- TRUE Private Wealth Advisors bought 2,124 Pfizer shares in Q2 2026, an estimated $55.6K.
- Pfizer made up 0.14% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #103 holding.
- TRUE Private Wealth Advisors first reported a position in Pfizer in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Pfizer position peaked at $7.44M in Q4 2021.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.