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Adams Wealth Management’s Pfizer PFE Stock Holding History

Adams 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 		$285K Buy
10,144
+875
+9% +$23.3K 0.06% 130
2025
Q4 		$231K Sell
9,269
-140
-1% -$3.53K 0.05% 159
2025
Q3 		$240K Sell
9,409
-1,818
-16% -$44.9K 0.05% 160
2025
Q2 		$272K Sell
11,227
-14,175
-56% -$331K 0.05% 141
2025
Q1 		$644K Buy
25,402
+2,426
+11% +$63.5K 0.13% 92
2024
Q4 		$610K Buy
22,976
+4,191
+22% +$114K 0.12% 86
2024
Q3 		$544K Sell
18,785
-1,882
-9% -$54.9K 0.12% 85
2024
Q2 		$578K Sell
20,667
-5,227
-20% -$144K 0.13% 74
2024
Q1 		$719K Buy
25,894
+341
+1% +$9.46K 0.18% 73
2023
Q4 		$736K Buy
25,553
+2,218
+10% +$67K 0.22% 70
2023
Q3 		$774K Buy
23,335
+2,116
+10% +$74.8K 0.26% 62
2023
Q2 		$778K Buy
21,219
+1,185
+6% +$46.1K 0.24% 67
2023
Q1 		$817K Buy
20,034
+2,970
+17% +$128K 0.26% 69
2022
Q4 		$874K Buy
17,064
+1,548
+10% +$74.2K 0.31% 41
2022
Q3 		$679K Sell
15,516
-1,296
-8% -$63K 0.25% 43
2022
Q2 		$881K Sell
16,812
-409
-2% -$20.8K 0.33% 24
2022
Q1 		$892K Sell
17,221
-822
-5% -$42.6K 0.29% 27
2021
Q4 		$1.06M Sell
18,043
-1,883
-9% -$93.3K 0.31% 23
2021
Q3 		$857K Sell
19,926
-3,394
-15% -$150K 0.32% 29
2021
Q2 		$913K Sell
23,320
-549
-2% -$21.3K 0.39% 29
2021
Q1 		$865K Buy
23,869
+2,249
+10% +$79.9K 0.4% 33
2020
Q4 		$796K Sell
21,620
-2,203
-9% -$80.8K 0.5% 30
2020
Q3 		$829K Sell
23,823
-980
-4% -$34.4K 0.65% 21
2020
Q2 		$769K Sell
24,803
-5,276
-18% -$179K 0.79% 25
2020
Q1 		$931K Sell
30,079
-1,698
-5% -$57.9K 1.17% 15
2019
Q4 		$1.18M Buy
+31,777
New +$1.13M 1% 29

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Adams Wealth Management increased its Pfizer (PFE) stake by 9.4% in Q1 2026, buying an estimated $23.3K and bringing the position to 10,144 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #130.

Adams Wealth Management first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q4 2019. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Adams Wealth Management held 10,144 shares of Pfizer worth $285K as of Q1 2026.
  • Adams Wealth Management bought 875 Pfizer shares in Q1 2026, an estimated $23.3K.
  • Pfizer made up 0.06% of Adams Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Adams Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Adams Wealth Management's Pfizer position peaked at $1.18M in Q4 2019.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.