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Angeles Wealth Management’s Pfizer PFE Stock Holding History

Angeles 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 		$468K Buy
16,651
+2,378
+17% +$63.3K 0.03% 241
2025
Q4 		$355K Buy
14,273
+2,847
+25% +$71.8K 0.02% 266
2025
Q3 		$291K Sell
11,426
-507
-4% -$12.5K 0.02% 261
2025
Q2 		$289K Buy
11,933
+753
+7% +$17.6K 0.02% 264
2025
Q1 		$283K Sell
11,180
-7,499
-40% -$196K 0.02% 228
2024
Q4 		$496K Buy
18,679
+2,882
+18% +$78.2K 0.04% 144
2024
Q3 		$457K Buy
15,797
+4,217
+36% +$123K 0.04% 141
2024
Q2 		$324K Buy
11,580
+2,239
+24% +$61.6K 0.03% 166
2024
Q1 		$259K Sell
9,341
-5,566
-37% -$154K 0.03% 186
2023
Q4 		$429K Sell
14,907
-239
-2% -$7.22K 0.05% 122
2023
Q3 		$502K Sell
15,146
-1,183
-7% -$41.8K 0.07% 91
2023
Q2 		$599K Sell
16,329
-1,176
-7% -$45.8K 0.08% 97
2023
Q1 		$714K Buy
17,505
+2,141
+14% +$92.5K 0.11% 92
2022
Q4 		$787K Buy
15,364
+2,442
+19% +$117K 0.14% 86
2022
Q3 		$565K Buy
12,922
+2,105
+19% +$102K 0.11% 89
2022
Q2 		$567K Sell
10,817
-858
-7% -$43.7K 0.11% 96
2022
Q1 		$604K Buy
+11,675
New +$606K 0.11% 98

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

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

Angeles Wealth Management increased its Pfizer (PFE) stake by 17% in Q1 2026, buying an estimated $63.3K and bringing the position to 16,651 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #241.

Angeles Wealth Management first reported a position in PFE in Q1 2022 and has held it in 17 quarters since. The position peaked at $787K in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Angeles Wealth Management held 16,651 shares of Pfizer worth $468K as of Q1 2026.
  • Angeles Wealth Management bought 2,378 Pfizer shares in Q1 2026, an estimated $63.3K.
  • Pfizer made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Angeles Wealth Management first reported a position in Pfizer in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Pfizer position peaked at $787K in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.