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Atlantic Private Wealth’s Pfizer PFE Stock Holding History

Atlantic Private 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 		$29.3K Hold
1,043
– – 0.02% 157
2025
Q4 		$26K Buy
1,043
+41
+4% +$1.03K 0.02% 156
2025
Q3 		$25.5K Buy
1,002
+2
+0.2% +$49 0.02% 141
2025
Q2 		$24.2K Hold
1,000
– – 0.02% 145
2025
Q1 		$25.3K Hold
1,000
– – 0.02% 147
2024
Q4 		$26.5K Hold
1,000
– – 0.02% 126
2024
Q3 		$28.9K Buy
+1,000
New +$29.2K 0.02% 111

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 Private Wealth's PFE Position: Q1 2026 in Review

Atlantic Private Wealth held its Pfizer (PFE) position steady in Q1 2026 at 1,043 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #157.

Atlantic Private Wealth first reported a position in PFE in Q3 2024 and has held it in 7 quarters since. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Atlantic Private Wealth held 1,043 shares of Pfizer worth $29.3K as of Q1 2026.
  • Atlantic Private Wealth left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #157 holding.
  • Atlantic Private Wealth first reported a position in Pfizer in Q3 2024 and has held it in 7 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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