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Badgley Phelps Wealth Managers’s Pfizer PFE Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.61M Sell
57,172
-637
-1% -$17K 0.03% 176
2025
Q4 		$1.44M Sell
57,809
-281
-0.5% -$7.09K 0.03% 175
2025
Q3 		$1.48M Sell
58,090
-1,344
-2% -$33.2K 0.03% 163
2025
Q2 		$1.44M Sell
59,434
-521
-0.9% -$12.2K 0.03% 163
2025
Q1 		$1.52M Sell
59,955
-8,320
-12% -$218K 0.04% 159
2024
Q4 		$1.81M Sell
68,275
-323,590
-83% -$8.78M 0.04% 151
2024
Q3 		$11.3M Buy
391,865
+7,741
+2% +$226K 0.26% 99
2024
Q2 		$10.7M Buy
384,124
+19,871
+5% +$547K 0.27% 97
2024
Q1 		$10.1M Buy
364,253
+29,480
+9% +$818K 0.25% 102
2023
Q4 		$9.64M Sell
334,773
-47,069
-12% -$1.42M 0.26% 99
2023
Q3 		$12.7M Buy
381,842
+7,832
+2% +$277K 0.43% 74
2023
Q2 		$13.7M Buy
374,010
+2,864
+0.8% +$111K 0.45% 72
2023
Q1 		$15.1M Buy
371,146
+5,918
+2% +$256K 0.56% 65
2022
Q4 		$18.7M Buy
365,228
+8,802
+2% +$422K 0.75% 42
2022
Q3 		$15.6M Buy
356,426
+8,611
+2% +$418K 0.67% 52
2022
Q2 		$18.2M Buy
347,815
+1,828
+0.5% +$93.2K 0.75% 44
2022
Q1 		$17.9M Buy
345,987
+8,025
+2% +$416K 0.62% 53
2021
Q4 		$20M Buy
337,962
+11,467
+4% +$568K 0.65% 53
2021
Q3 		$14M Buy
+326,495
New +$14.5M 0.51% 67

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

Badgley Phelps Wealth Managers's PFE Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Pfizer (PFE) stake by 1.1% in Q1 2026, selling an estimated $17K and leaving 57,172 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #176.

Badgley Phelps Wealth Managers first reported a position in PFE in Q3 2021 and has held it in 19 quarters since. The position peaked at $20M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Badgley Phelps Wealth Managers held 57,172 shares of Pfizer worth $1.61M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 637 Pfizer shares in Q1 2026, an estimated $17K.
  • Pfizer made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #176 holding.
  • Badgley Phelps Wealth Managers first reported a position in Pfizer in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Pfizer position peaked at $20M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.