BAM Wealth Management’s Pfizer PFE Stock Holding History

BAM 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	–	Sell	-8,372	Closed	-$208K	–	178
2025 Q4	$208K	Buy	+8,372	New	+$211K	0.15%	152

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BAM Wealth Management's PFE Position: Q1 2026 in Review

BAM Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 8,372 shares — an estimated $208K sold.

BAM Wealth Management first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 2,941 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

BAM Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
BAM Wealth Management sold 8,372 Pfizer shares in Q1 2026, an estimated $208K.
BAM Wealth Management first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
BAM Wealth Management's Pfizer position peaked at $208K in Q4 2025.
2,941 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.