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Atlantic Family Wealth’s Pfizer PFE Stock Holding History

Atlantic Family Wealth’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 		$379K Buy
13,486
+250
+2% +$6.66K 0.27% 27
2025
Q4 		$330K Buy
13,236
+1,306
+11% +$32.9K 0.25% 31
2025
Q3 		$304K Buy
11,930
+1,125
+10% +$27.8K 0.23% 36
2025
Q2 		$262K Buy
+10,805
New +$252K 0.23% 34

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

Atlantic Family Wealth's PFE Position: Q1 2026 in Review

Atlantic Family Wealth increased its Pfizer (PFE) stake by 1.9% in Q1 2026, buying an estimated $6.66K and bringing the position to 13,486 shares worth $379K. The position accounts for 0.27% of the portfolio, ranked #27.

Atlantic Family Wealth first reported a position in PFE in Q2 2025 and has held it in 4 quarters since. 2,933 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Atlantic Family Wealth held 13,486 shares of Pfizer worth $379K as of Q1 2026.
  • Atlantic Family Wealth bought 250 Pfizer shares in Q1 2026, an estimated $6.66K.
  • Pfizer made up 0.27% of Atlantic Family Wealth's portfolio in Q1 2026, its #27 holding.
  • Atlantic Family Wealth first reported a position in Pfizer in Q2 2025 and has held it in 4 quarters since.
  • 2,933 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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