Wallace Advisory Group’s Pfizer PFE Stock Holding History

Wallace Advisory Group’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	$332K	Buy	13,796 +1,868	+16%	+$48.9K	0.31%	82
2026 Q1	$335K	Buy	11,928 +339	+3%	+$9.03K	0.36%	70
2025 Q4	$289K	Sell	11,589 -6,099	-34%	-$154K	0.3%	92
2025 Q3	$429K	Sell	17,688 -1,227	-6%	-$30.3K	0.34%	86
2025 Q2	$479K	Buy	18,915 +2,692	+17%	+$62.8K	0.35%	84
2025 Q1	$430K	Buy	16,223 +95	+0.6%	+$2.49K	0.3%	101
2024 Q4	$467K	Buy	16,128 +616	+4%	+$16.7K	0.32%	87
2024 Q3	$434K	Hold	15,512	–	–	0.32%	85
2024 Q2	$434K	Buy	+15,512	New	+$427K	0.31%	86
2024 Q1	–	Sell	-11,986	Closed	-$398K	–	187
2023 Q4	$398K	Buy	11,986 +2,425	+25%	+$73.3K	0.31%	82
2023 Q3	$351K	Buy	9,561 +833	+10%	+$29.5K	0.25%	106
2023 Q2	$356K	Hold	8,728	–	–	0.27%	102
2023 Q1	$356K	Buy	8,728 +521	+6%	+$22.5K	0.27%	102
2022 Q4	$421K	Buy	+8,207	New	+$393K	0.33%	83

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

Wallace Advisory Group's PFE Position: Q2 2026 in Review

Wallace Advisory Group increased its Pfizer (PFE) stake by 16% in Q2 2026, buying an estimated $48.9K and bringing the position to 13,796 shares worth $332K. The position accounts for 0.31% of the portfolio, ranked #82.

Wallace Advisory Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $479K in Q2 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wallace Advisory Group held 13,796 shares of Pfizer worth $332K as of Q2 2026.
Wallace Advisory Group bought 1,868 Pfizer shares in Q2 2026, an estimated $48.9K.
Pfizer made up 0.31% of Wallace Advisory Group's portfolio in Q2 2026, its #82 holding.
Wallace Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Pfizer position peaked at $479K in Q2 2025.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.