AWM
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AE Wealth Management’s Pfizer PFE Stock Holding History

AE 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 		$46.8M Buy
1,665,681
+211,119
+15% +$5.62M 0.25% 99
2025
Q4 		$36.2M Buy
1,454,562
+216,102
+17% +$5.45M 0.21% 106
2025
Q3 		$31.6M Buy
1,238,460
+65,682
+6% +$1.62M 0.2% 113
2025
Q2 		$28.4M Buy
1,172,778
+195,961
+20% +$4.57M 0.21% 110
2025
Q1 		$24.8M Sell
976,817
-80,691
-8% -$2.11M 0.21% 111
2024
Q4 		$28.1M Buy
1,057,508
+127,058
+14% +$3.45M 0.24% 99
2024
Q3 		$26.9M Buy
930,450
+201,124
+28% +$5.87M 0.24% 101
2024
Q2 		$20.4M Buy
729,326
+245,607
+51% +$6.76M 0.2% 119
2024
Q1 		$13.4M Sell
483,719
-548,395
-53% -$15.2M 0.15% 183
2023
Q4 		$28.4M Sell
1,032,114
-346,942
-25% -$10.5M 0.14% 154
2023
Q3 		$45.7M Sell
1,379,056
-45,870
-3% -$1.62M 0.27% 72
2023
Q2 		$52.3M Buy
1,424,926
+472,231
+50% +$18.4M 0.31% 56
2023
Q1 		$38.9M Sell
952,695
-33,837
-3% -$1.46M 0.25% 72
2022
Q4 		$50.5M Buy
986,532
+16,824
+2% +$807K 0.37% 46
2022
Q3 		$42.4M Buy
969,708
+62,753
+7% +$3.05M 0.34% 56
2022
Q2 		$47.6M Buy
906,955
+76,400
+9% +$3.89M 0.38% 50
2022
Q1 		$43M Buy
830,555
+21,581
+3% +$1.12M 0.3% 72
2021
Q4 		$47.8M Buy
808,974
+54,027
+7% +$2.68M 0.33% 59
2021
Q3 		$32.5M Buy
754,947
+32,305
+4% +$1.43M 0.27% 83
2021
Q2 		$28.3M Buy
722,642
+136,758
+23% +$5.32M 0.25% 97
2021
Q1 		$21.2M Sell
585,884
-22,864
-4% -$812K 0.21% 105
2020
Q4 		$22.4M Buy
608,748
+92,211
+18% +$3.38M 0.25% 94
2020
Q3 		$18M Buy
516,537
+119,214
+30% +$4.18M 0.26% 89
2020
Q2 		$12.3M Buy
397,323
+103,080
+35% +$3.5M 0.19% 120
2020
Q1 		$9.11M Buy
294,243
+31,244
+12% +$1.06M 0.21% 97
2019
Q4 		$9.78M Buy
262,999
+43,254
+20% +$1.54M 0.21% 94
2019
Q3 		$7.49M Buy
219,745
+489
+0.2% +$17.8K 0.22% 88
2019
Q2 		$9.01M Buy
219,256
+70,783
+48% +$2.81M 0.27% 73
2019
Q1 		$5.98M Buy
148,473
+9,015
+6% +$361K 0.42% 52
2018
Q4 		$5.78M Sell
139,458
-29,657
-18% -$1.23M 0.99% 19
2018
Q3 		$7.07M Buy
169,115
+82,172
+95% +$3.16M 0.39% 51
2018
Q2 		$2.99M Sell
86,943
-5,965
-6% -$204K 0.2% 73
2018
Q1 		$3.13M Buy
92,908
+23,965
+35% +$824K 0.24% 65
2017
Q4 		$2.37M Sell
68,943
-9,183
-12% -$313K 0.21% 81
2017
Q3 		$2.65M Buy
78,126
+2,726
+4% +$87.6K 0.25% 66
2017
Q2 		$2.4M Buy
75,400
+19,199
+34% +$605K 0.29% 66
2017
Q1 		$1.82M Buy
56,201
+16,682
+42% +$526K 0.34% 59
2016
Q4 		$1.22M Buy
+39,519
New +$1.21M 0.49% 42

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

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

AE Wealth Management increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $5.62M and bringing the position to 1,665,681 shares worth $46.8M. The position accounts for 0.25% of the portfolio, ranked #99.

AE Wealth Management first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. The position peaked at $52.3M in Q2 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • AE Wealth Management held 1,665,681 shares of Pfizer worth $46.8M as of Q1 2026.
  • AE Wealth Management bought 211,119 Pfizer shares in Q1 2026, an estimated $5.62M.
  • Pfizer made up 0.25% of AE Wealth Management's portfolio in Q1 2026, its #99 holding.
  • AE Wealth Management first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Pfizer position peaked at $52.3M in Q2 2023.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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