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BankPlus Wealth Management’s Pfizer PFE Stock Holding History

BankPlus 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
-18,450
Closed -$459K – 125
2025
Q4 		$459K Sell
18,450
-625
-3% -$15.8K 0.25% 75
2025
Q3 		$486K Buy
19,075
+1,245
+7% +$30.7K 0.29% 69
2025
Q2 		$432K Buy
17,830
+1,371
+8% +$32K 0.29% 74
2025
Q1 		$417K Buy
16,459
+1,464
+10% +$38.3K 0.31% 69
2024
Q4 		$398K Buy
+14,995
New +$407K 0.3% 71

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

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

BankPlus Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 18,450 shares — an estimated $459K sold.

BankPlus Wealth Management first reported a position in PFE in Q4 2024 and held it in 5 quarters. The position peaked at $486K in Q3 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • BankPlus Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 18,450 Pfizer shares in Q1 2026, an estimated $459K.
  • BankPlus Wealth Management first reported a position in Pfizer in Q4 2024 and held it in 5 quarters.
  • BankPlus Wealth Management's Pfizer position peaked at $486K in Q3 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on BankPlus Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.