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
2018
Q3 		– Sell
-422
Closed -$1K – 623
2018
Q2 		$1K Hold
422
– – ﹤0.01% 452
2018
Q1 		$1K Buy
+422
New +$14.5K ﹤0.01% 451

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. 2,937 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.
  • 2,937 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.