Wolff Financial Management’s Pfizer PFE Stock Holding History

Wolff Financial Management’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	$1.05M	Buy	43,639 +116	+0.3%	+$3.03K	0.21%	43
2026 Q1	$1.22M	Buy	43,523 +113	+0.3%	+$3.01K	0.27%	36
2025 Q4	$1.08M	Buy	43,410 +114	+0.3%	+$2.88K	0.24%	38
2025 Q3	$1.1M	Buy	43,296 +80	+0.2%	+$1.98K	0.26%	37
2025 Q2	$1.05M	Buy	43,216 +151	+0.4%	+$3.52K	0.27%	38
2025 Q1	$1.09M	Sell	43,065 -1,989	-4%	-$52K	0.3%	39
2024 Q4	$1.2M	Sell	45,054 -14,012	-24%	-$380K	0.33%	36
2024 Q3	$1.71M	Buy	+59,066	New	+$1.72M	0.46%	26
2024 Q2	–	Sell	-58,818	Closed	-$1.63M	–	73
2024 Q1	$1.63M	Buy	58,818 +2,197	+4%	+$61K	0.48%	27
2023 Q4	$1.63M	Buy	56,621 +3,394	+6%	+$103K	0.5%	24
2023 Q3	$1.77M	Buy	+53,227	New	+$1.88M	0.6%	23
2023 Q2	–	Sell	-56,791	Closed	-$2.32M	–	77
2023 Q1	$2.32M	Buy	56,791 +2,383	+4%	+$103K	0.81%	20
2022 Q4	$2.79M	Buy	54,408 +44	+0.1%	+$2.11K	1.03%	17
2022 Q3	$2.38M	Buy	54,364 +46	+0.1%	+$2.23K	1.09%	24
2022 Q2	$2.85M	Buy	54,318 +296	+0.5%	+$15.1K	1.27%	19
2022 Q1	$2.8M	Sell	54,022 -156	-0.3%	-$8.09K	1.11%	24
2021 Q4	$3.2M	Buy	+54,178	New	+$2.68M	1.21%	22
2021 Q1	$1.7M	Buy	46,897 +7,701	+20%	+$273K	0.78%	24
2020 Q4	$1.44M	Sell	39,196 -2,100	-5%	-$77K	0.76%	27
2020 Q3	$1.44M	Buy	41,296 +2,123	+5%	+$74.4K	0.85%	25
2020 Q2	$1.22M	Buy	39,173 +56	+0.1%	+$1.9K	0.77%	27
2020 Q1	$1.21M	Buy	39,117 +2,930	+8%	+$99.8K	0.91%	26
2019 Q4	$1.34M	Buy	36,187 +8,794	+32%	+$313K	0.89%	23
2019 Q3	$934K	Sell	27,393 -5,513	-17%	-$200K	0.68%	32
2019 Q2	$1.35M	Buy	32,906 +26	+0.1%	+$1.03K	1.04%	20
2019 Q1	$1.32M	Buy	32,880 +4,691	+17%	+$188K	1.1%	19
2018 Q4	$1.17M	Buy	+28,189	New	+$1.17M	1.14%	18

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Wolff Financial Management's PFE Position: Q2 2026 in Review

Wolff Financial Management increased its Pfizer (PFE) stake by 0.27% in Q2 2026, buying an estimated $3.03K and bringing the position to 43,639 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #43.

Wolff Financial Management first reported a position in PFE in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.2M in Q4 2021. 631 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wolff Financial Management held 43,639 shares of Pfizer worth $1.05M as of Q2 2026.
Wolff Financial Management bought 116 Pfizer shares in Q2 2026, an estimated $3.03K.
Pfizer made up 0.21% of Wolff Financial Management's portfolio in Q2 2026, its #43 holding.
Wolff Financial Management first reported a position in Pfizer in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Pfizer position peaked at $3.2M in Q4 2021.
631 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.