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Blue Bell Private Wealth Management’s Pfizer PFE Stock Holding History

Blue Bell 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
2018
Q4 		– Sell
-2
Closed -$3K – 219
2018
Q3 		$3K Hold
2
– – ﹤0.01% 209
2018
Q2 		$2K Hold
2
– – ﹤0.01% 206
2018
Q1 		$1K Sell
2
-5
-71% -$172 ﹤0.01% 217
2017
Q4 		$1K Buy
+7
New +$239 ﹤0.01% 221

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

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

Blue Bell Private Wealth Management reduced its Pfizer (PFE) stake by 15% in Q1 2026, selling an estimated $31.9K and leaving 6,812 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #274.

Blue Bell Private Wealth Management first reported a position in PFE in Q4 2013 and has held it in 30 quarters since. The position peaked at $809K in Q1 2015. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Blue Bell Private Wealth Management held 6,812 shares of Pfizer worth $191K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 1,200 Pfizer shares in Q1 2026, an estimated $31.9K.
  • Pfizer made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Blue Bell Private Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Pfizer position peaked at $809K in Q1 2015.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.