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Ball & Co Wealth Management’s Pfizer PFE Stock Holding History

Ball & Co Wealth Management’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 		$5K Buy
191
+3
+2% +$80 ﹤0.01% 63
2025
Q4 		$4K Buy
188
+3
+2% +$76 ﹤0.01% 63
2025
Q3 		$4K Buy
185
+4
+2% +$99 ﹤0.01% 70
2025
Q2 		$4K Buy
181
+3
+2% +$70 ﹤0.01% 55
2025
Q1 		$4K Buy
178
+3
+2% +$79 ﹤0.01% 52
2024
Q4 		$4K Buy
+175
New +$4.75K ﹤0.01% 55

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

Ball & Co Wealth Management's PFE Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Pfizer (PFE) stake by 1.6% in Q1 2026, buying an estimated $80 and bringing the position to 191 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #63.

Ball & Co Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ball & Co Wealth Management held 191 shares of Pfizer worth $5K as of Q1 2026.
  • Ball & Co Wealth Management bought 3 Pfizer shares in Q1 2026, an estimated $80.
  • Pfizer made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Ball & Co Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.