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BCS Private Wealth Management’s Pfizer PFE Stock Holding History

BCS Private 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
-10,800
Closed -$269K – 195
2025
Q4 		$269K Buy
+10,800
New +$272K 0.09% 155

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VCM
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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

BCS Private Wealth Management's PFE Position: Q1 2026 in Review

BCS Private Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 10,800 shares — an estimated $269K sold.

BCS Private Wealth Management first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • BCS Private Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 10,800 Pfizer shares in Q1 2026, an estimated $269K.
  • BCS Private Wealth Management first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
  • BCS Private Wealth Management's Pfizer position peaked at $269K in Q4 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.