Arkadios Wealth Advisors’s Pfizer PFE Stock Holding History

Arkadios Wealth Advisors’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	–	Sell	-9,600	Closed	-$239K	–	1771
2025 Q4	$239K	Buy	+9,600	New	+$242K	﹤0.01%	1365
2024 Q4	–	Sell	-10,000	Closed	-$289K	–	982
2024 Q3	$289K	Buy	+10,000	New	+$292K	0.02%	718
2024 Q1	–	Sell	-25,000	Closed	-$720	–	773
2023 Q4	$720	Buy	+25,000	New	+$756K	﹤0.01%	733
2023 Q3	–	Sell	-30,000	Closed	-$1.1K	–	734
2023 Q2	$1.1K	Sell	30,000 -10,000	-25%	-$389K	﹤0.01%	602
2023 Q1	$1.63K	Buy	+40,000	New	+$1.73M	﹤0.01%	602
2022 Q4	–	Sell	-30,000	Closed	-$1.31M	–	582
2022 Q3	$1.31M	Buy	+30,000	New	+$1.46M	0.2%	134
2022 Q2	–	Sell	-20,000	Closed	-$1.04M	–	587
2022 Q1	$1.04M	Sell	20,000 -5,000	-20%	-$259K	0.14%	183
2021 Q4	$1.48M	Buy	+25,000	New	+$1.24M	0.2%	122

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arkadios Wealth Advisors's PFE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Pfizer (PFE) stake by 7.9% in Q1 2026, buying an estimated $801K and bringing the position to 410,747 shares worth $11.5M. The position accounts for 0.19% of the portfolio, ranked #120.

Arkadios Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Arkadios Wealth Advisors held 410,747 shares of Pfizer worth $11.5M as of Q1 2026.
Arkadios Wealth Advisors bought 30,077 Pfizer shares in Q1 2026, an estimated $801K.
Pfizer made up 0.19% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Arkadios Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.