Able Wealth Management’s Pfizer PFE Stock Holding History

Able Wealth 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 Q1	$565K	Sell	21,529 -551	-2%	-$14.7K	0.15%	76
2025 Q4	$502K	Buy	22,080 +969	+5%	+$24.4K	0.16%	71
2025 Q3	$538K	Sell	21,111 -17	-0.1%	-$420	0.2%	67
2025 Q2	$512K	Buy	21,128 +413	+2%	+$9.63K	0.26%	63
2025 Q1	$525K	Sell	20,715 -7,925	-28%	-$207K	0.31%	59
2024 Q4	$760K	Buy	28,640 +224	+0.8%	+$6.08K	0.5%	47
2024 Q3	$822K	Buy	28,416 +182	+0.6%	+$5.31K	0.62%	39
2024 Q2	$790K	Sell	28,234 -248	-0.9%	-$6.83K	0.65%	35
2024 Q1	$790K	Sell	28,482 -3,789	-12%	-$105K	0.69%	33
2023 Q4	$929K	Buy	+32,271	New	+$976K	0.84%	25

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Able Wealth Management's PFE Position: Q1 2026 in Review

Able Wealth Management reduced its Pfizer (PFE) stake by 2.5% in Q1 2026, selling an estimated $14.7K and leaving 21,529 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #76.

Able Wealth Management first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $929K in Q4 2023. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Able Wealth Management held 21,529 shares of Pfizer worth $565K as of Q1 2026.
Able Wealth Management sold 551 Pfizer shares in Q1 2026, an estimated $14.7K.
Pfizer made up 0.15% of Able Wealth Management's portfolio in Q1 2026, its #76 holding.
Able Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's Pfizer position peaked at $929K in Q4 2023.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.