Allen Wealth Management’s Pfizer PFE Stock Holding History

Allen 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 Q3	$400K	Sell	14,013 -8,451	-38%	-$225K	0.19%	41
2026 Q2	$541K	Sell	22,464 -6,576	-23%	-$172K	0.26%	40
2026 Q1	$815K	Sell	29,040 -2,262	-7%	-$60.2K	0.41%	36
2025 Q4	$779K	Sell	31,302 -4,353	-12%	-$110K	0.47%	37
2025 Q3	$908K	Sell	35,655 -55,731	-61%	-$1.38M	0.62%	31
2025 Q2	$2.22M	Sell	91,386 -1,130	-1%	-$26.4K	1.55%	12
2025 Q1	$2.34M	Buy	92,516 +5,280	+6%	+$138K	1.61%	10
2024 Q4	$2.31M	Sell	87,236 -11,703	-12%	-$317K	1.66%	11
2024 Q3	$2.86M	Buy	98,939 +14,487	+17%	+$423K	1.99%	9
2024 Q2	$2.36M	Sell	84,452 -1,676	-2%	-$46.1K	2.1%	10
2024 Q1	$2.39M	Buy	86,128 +8,879	+11%	+$246K	2.11%	9
2023 Q4	$2.22M	Buy	+77,249	New	+$2.34M	2.18%	11

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Allen Wealth Management's PFE Position: Q3 2026 in Review

Allen Wealth Management reduced its Pfizer (PFE) stake by 38% in Q3 2026, selling an estimated $225K and leaving 14,013 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #41.

Allen Wealth Management first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q3 2024. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Allen Wealth Management held 14,013 shares of Pfizer worth $400K as of Q3 2026.
Allen Wealth Management sold 8,451 Pfizer shares in Q3 2026, an estimated $225K.
Pfizer made up 0.19% of Allen Wealth Management's portfolio in Q3 2026, its #41 holding.
Allen Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
Allen Wealth Management's Pfizer position peaked at $2.86M in Q3 2024.
1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.