Arete Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35M | Buy |
119,492
+5,505
| +5% | +$147K | 0.25% | 100 |
|
|
2025
Q4 | $2.84M | Buy |
113,987
+5,334
| +5% | +$135K | 0.17% | 125 |
|
|
2025
Q3 | $2.77M | Buy |
108,653
+1,269
| +1% | +$31.3K | 0.17% | 117 |
|
|
2025
Q2 | $2.6M | Buy |
107,384
+5,220
| +5% | +$122K | 0.18% | 114 |
|
|
2025
Q1 | $2.59M | Buy |
102,164
+15,392
| +18% | +$403K | 0.2% | 108 |
|
|
2024
Q4 | $2.3M | Buy |
86,772
+22,013
| +34% | +$597K | 0.17% | 128 |
|
|
2024
Q3 | $1.87M | Buy |
+64,759
| New | +$1.89M | 0.16% | 130 |
|
|
2024
Q1 | – | Sell |
-77,829
| Closed | -$2.24M | – | 632 |
|
|
2023
Q4 | $2.24M | Buy |
77,829
+6,681
| +9% | +$202K | 0.17% | 127 |
|
|
2023
Q3 | $2.36M | Sell |
71,148
-4,909
| -6% | -$174K | 0.41% | 58 |
|
|
2023
Q2 | $2.79M | Sell |
76,057
-12,079
| -14% | -$470K | 0.25% | 92 |
|
|
2023
Q1 | $3.6M | Buy |
88,136
+3,372
| +4% | +$146K | 0.29% | 75 |
|
|
2022
Q4 | $4.34B | Buy |
84,764
+7,177
| +9% | +$344K | 0.38% | 53 |
|
|
2022
Q3 | $3.4M | Buy |
77,587
+14,835
| +24% | +$721K | 0.33% | 63 |
|
|
2022
Q2 | $3.29M | Sell |
62,752
-5,730
| -8% | -$292K | 0.33% | 64 |
|
|
2022
Q1 | $3.54M | Sell |
68,482
-2,505
| -4% | -$130K | 0.3% | 72 |
|
|
2021
Q4 | $4.05M | Buy |
70,987
+15,959
| +29% | +$791K | 0.35% | 58 |
|
|
2021
Q3 | $2.37M | Sell |
55,028
-799
| -1% | -$35.4K | 0.26% | 83 |
|
|
2021
Q2 | $1.8M | Sell |
55,827
-272
| -0.5% | -$10.6K | 0.25% | 81 |
|
|
2021
Q1 | $2.03M | Sell |
56,099
-11,699
| -17% | -$415K | 0.26% | 91 |
|
|
2020
Q4 | $2.49M | Sell |
67,798
-4,200
| -6% | -$154K | 0.35% | 67 |
|
|
2020
Q3 | $2.49M | Buy |
71,998
+1,931
| +3% | +$67.7K | 0.37% | 62 |
|
|
2020
Q2 | $2.17M | Buy |
70,067
+17,440
| +33% | +$592K | 0.38% | 65 |
|
|
2020
Q1 | $1.66M | Buy |
52,627
+5,754
| +12% | +$196K | 0.33% | 73 |
|
|
2019
Q4 | $1.74M | Sell |
46,873
-6,278
| -12% | -$224K | 0.3% | 85 |
|
|
2019
Q3 | $1.81M | Sell |
53,151
-27,630
| -34% | -$1M | 0.35% | 75 |
|
|
2019
Q2 | $3.32M | Buy |
80,781
+96
| +0.1% | +$3.81K | 0.64% | 31 |
|
|
2019
Q1 | $3.25M | Sell |
80,685
-4,598
| -5% | -$184K | 0.68% | 32 |
|
|
2018
Q4 | $3.53M | Sell |
85,283
-9,336
| -10% | -$388K | 0.86% | 19 |
|
|
2018
Q3 | $3.96M | Buy |
94,619
+313
| +0.3% | +$12K | 0.88% | 19 |
|
|
2018
Q2 | $3.25M | Buy |
94,306
+34,119
| +57% | +$1.17M | 0.77% | 27 |
|
|
2018
Q1 | $2.03M | Buy |
60,187
+16,070
| +36% | +$552K | 0.67% | 31 |
|
|
2017
Q4 | $1.52M | Buy |
44,117
+3,173
| +8% | +$108K | 0.49% | 38 |
|
|
2017
Q3 | $1.39M | Buy |
40,944
+5,605
| +16% | +$180K | 0.55% | 52 |
|
|
2017
Q2 | $1.13M | Buy |
35,339
+20,856
| +144% | +$658K | 0.51% | 54 |
|
|
2017
Q1 | $470K | Buy |
14,483
+2,304
| +19% | +$72.6K | 0.2% | 111 |
|
|
2016
Q4 | $375K | Buy |
12,179
+42
| +0.3% | +$1.28K | 0.17% | 114 |
|
|
2016
Q3 | $390K | Buy |
12,137
+4,782
| +65% | +$160K | 0.22% | 91 |
|
|
2016
Q2 | $246K | Sell |
7,355
-204
| -3% | -$6.51K | 0.15% | 113 |
|
|
2016
Q1 | $213K | Buy |
7,559
+765
| +11% | +$21.9K | 0.13% | 126 |
|
|
2015
Q4 | $208K | Buy |
+6,794
| New | +$214K | 0.13% | 119 |
|
|
2015
Q3 | – | Sell |
-6,839
| Closed | -$218K | – | 153 |
|
|
2015
Q2 | $218K | Buy |
6,839
+152
| +2% | +$4.95K | 0.15% | 123 |
|
|
2015
Q1 | $221K | Buy |
+6,687
| New | +$213K | 0.14% | 129 |
|
Other funds holding PFE
VCM
VPM
Arete Wealth Advisors's PFE Position: Q1 2026 in Review
Arete Wealth Advisors increased its Pfizer (PFE) stake by 4.8% in Q1 2026, buying an estimated $147K and bringing the position to 119,492 shares worth $3.35M. The position accounts for 0.25% of the portfolio, ranked #100.
Arete Wealth Advisors first reported a position in PFE in Q1 2015 and has held it in 42 quarters since. The position peaked at $4.34B in Q4 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Arete Wealth Advisors held 119,492 shares of Pfizer worth $3.35M as of Q1 2026.
- Arete Wealth Advisors bought 5,505 Pfizer shares in Q1 2026, an estimated $147K.
- Pfizer made up 0.25% of Arete Wealth Advisors's portfolio in Q1 2026, its #100 holding.
- Arete Wealth Advisors first reported a position in Pfizer in Q1 2015 and has held it in 42 quarters since.
- Arete Wealth Advisors's Pfizer position peaked at $4.34B in Q4 2022.
- 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.