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Widmann Financial Services’s Pfizer PFE Stock Holding History

Widmann Financial Services’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 		$1.41M Buy
58,355
+3,485
+6% +$91.2K 0.75% 35
2026
Q1 		$1.54M Sell
54,870
-48
-0.1% -$1.28K 0.92% 30
2025
Q4 		$1.37M Buy
54,918
+1,282
+2% +$32.3K 0.84% 32
2025
Q3 		$1.37M Buy
53,636
+107
+0.2% +$2.64K 0.86% 33
2025
Q2 		$1.3M Buy
53,529
+205
+0.4% +$4.78K 0.9% 32
2025
Q1 		$1.35M Buy
53,324
+2,464
+5% +$64.5K 1.05% 28
2024
Q4 		$1.35M Sell
50,860
-408
-0.8% -$11.1K 1.04% 28
2024
Q3 		$1.48M Sell
51,268
-481
-0.9% -$14K 1.12% 27
2024
Q2 		$1.45M Sell
51,749
-911
-2% -$25.1K 1.18% 26
2024
Q1 		$1.46M Buy
52,660
+1,375
+3% +$38.2K 1.23% 28
2023
Q4 		$1.48M Sell
51,285
-1,341
-3% -$40.5K 1.33% 23
2023
Q3 		$1.75M Buy
52,626
+3,373
+7% +$119K 1.74% 16
2023
Q2 		$1.81M Sell
49,253
-2
-0% -$78 1.73% 17
2023
Q1 		$2.01M Buy
49,255
+1,885
+4% +$81.4K 2.03% 13
2022
Q4 		$2.43M Buy
47,370
+337
+0.7% +$16.2K 2.54% 12
2022
Q3 		$2.06M Buy
47,033
+207
+0.4% +$10.1K 2.28% 13
2022
Q2 		$2.46M Buy
46,826
+397
+0.9% +$20.2K 2.54% 10
2022
Q1 		$2.4M Buy
46,429
+1,365
+3% +$70.8K 2.13% 13
2021
Q4 		$2.66M Buy
+45,064
New +$2.23M 2.19% 11

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

Widmann Financial Services's PFE Position: Q2 2026 in Review

Widmann Financial Services increased its Pfizer (PFE) stake by 6.4% in Q2 2026, buying an estimated $91.2K and bringing the position to 58,355 shares worth $1.41M. The position accounts for 0.75% of the portfolio, ranked #35.

Widmann Financial Services first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.66M in Q4 2021. 2,832 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Widmann Financial Services held 58,355 shares of Pfizer worth $1.41M as of Q2 2026.
  • Widmann Financial Services bought 3,485 Pfizer shares in Q2 2026, an estimated $91.2K.
  • Pfizer made up 0.75% of Widmann Financial Services's portfolio in Q2 2026, its #35 holding.
  • Widmann Financial Services first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Pfizer position peaked at $2.66M in Q4 2021.
  • 2,832 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.