VSM Wealth Advisory’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
$125K Buy
5,210
+2
+0% +$52 0.03% 142
2026
Q1
$146K Buy
5,208
+1,502
+41% +$40K 0.04% 129
2025
Q4
$92.3K Buy
3,706
+1
+0% +$25 0.03% 147
2025
Q3
$94.4K Sell
3,705
-2,399
-39% -$59.2K 0.03% 135
2025
Q2
$148K Buy
6,104
+2,905
+91% +$67.7K 0.05% 112
2025
Q1
$81.1K Buy
3,199
+502
+19% +$13.1K 0.03% 150
2024
Q4
$71.6K Buy
+2,697
New +$73.2K 0.03% 162

Other funds holding PFE

VSM Wealth Advisory's PFE Position: Q2 2026 in Review

VSM Wealth Advisory increased its Pfizer (PFE) stake by 0.04% in Q2 2026, buying an estimated $52 and bringing the position to 5,210 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #142.

VSM Wealth Advisory first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q2 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • VSM Wealth Advisory held 5,210 shares of Pfizer worth $125K as of Q2 2026.
  • VSM Wealth Advisory bought 2 Pfizer shares in Q2 2026, an estimated $52.
  • Pfizer made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #142 holding.
  • VSM Wealth Advisory first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Pfizer position peaked at $148K in Q2 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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