Wealth Management Associates’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 | $1.52M | Buy |
63,133
+1,366
| +2% | +$35.7K | 0.42% | 49 |
|
|
2026
Q1 | $1.73M | Buy |
61,767
+749
| +1% | +$19.9K | 0.6% | 38 |
|
|
2025
Q4 | $1.52M | Buy |
61,018
+8,111
| +15% | +$205K | 0.53% | 42 |
|
|
2025
Q3 | $1.35M | Sell |
52,907
-2,926
| -5% | -$72.2K | 0.48% | 47 |
|
|
2025
Q2 | $1.35M | Buy |
55,833
+1,113
| +2% | +$26K | 0.53% | 43 |
|
|
2025
Q1 | $1.39M | Buy |
54,720
+5,053
| +10% | +$132K | 0.59% | 40 |
|
|
2024
Q4 | $1.32M | Buy |
49,667
+1,187
| +2% | +$32.2K | 0.56% | 42 |
|
|
2024
Q3 | $1.4M | Buy |
48,480
+843
| +2% | +$24.6K | 0.62% | 37 |
|
|
2024
Q2 | $1.33M | Hold |
47,637
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $1.33M | Buy |
47,637
+3,822
| +9% | +$106K | 0.63% | 39 |
|
|
2023
Q4 | $1.26M | Buy |
43,815
+2,788
| +7% | +$84.3K | 0.67% | 36 |
|
|
2023
Q3 | $1.36M | Buy |
41,027
+459
| +1% | +$16.2K | 0.79% | 28 |
|
|
2023
Q2 | $1.49M | Sell |
40,568
-529
| -1% | -$20.6K | 0.84% | 26 |
|
|
2023
Q1 | $1.68M | Sell |
41,097
-264
| -0.6% | -$11.4K | 1.04% | 23 |
|
|
2022
Q4 | $2.12M | Sell |
41,361
-2,453
| -6% | -$118K | 1.41% | 16 |
|
|
2022
Q3 | $1.92M | Sell |
43,814
-246
| -0.6% | -$12K | 1.35% | 15 |
|
|
2022
Q2 | $2.31M | Sell |
44,060
-3,465
| -7% | -$177K | 1.58% | 13 |
|
|
2022
Q1 | $2.46M | Buy |
47,525
+2,606
| +6% | +$135K | 1.4% | 13 |
|
|
2021
Q4 | $2.65M | Buy |
44,919
+3,433
| +8% | +$170K | 1.43% | 13 |
|
|
2021
Q3 | $1.78M | Sell |
41,486
-90
| -0.2% | -$3.99K | 1.04% | 18 |
|
|
2021
Q2 | $1.63M | Sell |
41,576
-271
| -0.6% | -$10.5K | 0.92% | 20 |
|
|
2021
Q1 | $1.52M | Sell |
41,847
-8,656
| -17% | -$307K | 0.96% | 21 |
|
|
2020
Q4 | $1.86M | Buy |
50,503
+3,030
| +6% | +$111K | 1.22% | 16 |
|
|
2020
Q3 | $1.65M | Buy |
47,473
+8,529
| +22% | +$299K | 1.28% | 17 |
|
|
2020
Q2 | $1.21M | Buy |
38,944
+1,798
| +5% | +$61.1K | 1.02% | 23 |
|
|
2020
Q1 | $1.15M | Buy |
37,146
+1,610
| +5% | +$54.9K | 1.16% | 20 |
|
|
2019
Q4 | $1.32M | Buy |
35,536
+3,476
| +11% | +$124K | 0.95% | 25 |
|
|
2019
Q3 | $1.09M | Buy |
32,060
+3,117
| +11% | +$113K | 0.88% | 26 |
|
|
2019
Q2 | $1.19M | Buy |
28,943
+641
| +2% | +$25.5K | 1.18% | 26 |
|
|
2019
Q1 | $1.14M | Buy |
28,302
+2,926
| +12% | +$117K | 1.24% | 25 |
|
|
2018
Q4 | $1.05M | Buy |
+25,376
| New | +$1.05M | 1.42% | 22 |
|
Other funds holding PFE
Wealth Management Associates's PFE Position: Q2 2026 in Review
Wealth Management Associates increased its Pfizer (PFE) stake by 2.2% in Q2 2026, buying an estimated $35.7K and bringing the position to 63,133 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #49.
Wealth Management Associates first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.65M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Wealth Management Associates held 63,133 shares of Pfizer worth $1.52M as of Q2 2026.
- Wealth Management Associates bought 1,366 Pfizer shares in Q2 2026, an estimated $35.7K.
- Pfizer made up 0.42% of Wealth Management Associates's portfolio in Q2 2026, its #49 holding.
- Wealth Management Associates first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Wealth Management Associates's Pfizer position peaked at $2.65M in Q4 2021.
- 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.