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Aspen Wealth Strategies’s Pfizer PFE Stock Holding History

Aspen Wealth Strategies’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 		$288K Buy
10,261
+41
+0.4% +$1.09K 0.15% 76
2025
Q4 		$254K Buy
10,220
+100
+1% +$2.52K 0.14% 77
2025
Q3 		$258K Buy
10,120
+137
+1% +$3.38K 0.14% 79
2025
Q2 		$242K Buy
9,983
+841
+9% +$19.6K 0.15% 78
2025
Q1 		$232K Buy
9,142
+353
+4% +$9.24K 0.15% 78
2024
Q4 		$233K Sell
8,789
-1,418
-14% -$38.5K 0.15% 76
2024
Q3 		$295K Buy
10,207
+1,843
+22% +$53.8K 0.19% 68
2024
Q2 		$251K Buy
8,364
+287
+4% +$7.9K 0.17% 67
2024
Q1 		$224K Hold
8,077
– – 0.15% 74
2023
Q4 		$233K Buy
8,077
+91
+1% +$2.75K 0.17% 74
2023
Q3 		$265K Buy
7,986
+200
+3% +$7.07K 0.21% 59
2023
Q2 		$286K Sell
7,786
-5,233
-40% -$204K 0.22% 57
2023
Q1 		$531K Buy
13,019
+994
+8% +$42.9K 0.41% 31
2022
Q4 		$616K Buy
+12,025
New +$577K 0.49% 28

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

Aspen Wealth Strategies's PFE Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Pfizer (PFE) stake by 0.4% in Q1 2026, buying an estimated $1.09K and bringing the position to 10,261 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #76.

Aspen Wealth Strategies first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $616K in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Aspen Wealth Strategies held 10,261 shares of Pfizer worth $288K as of Q1 2026.
  • Aspen Wealth Strategies bought 41 Pfizer shares in Q1 2026, an estimated $1.09K.
  • Pfizer made up 0.15% of Aspen Wealth Strategies's portfolio in Q1 2026, its #76 holding.
  • Aspen Wealth Strategies first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Pfizer position peaked at $616K in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.