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BOK Financial Private Wealth’s Pfizer PFE Stock Holding History

BOK Financial Private Wealth’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 		$232K Sell
8,275
-70
-0.8% -$1.86K 0.01% 171
2025
Q4 		$208K Sell
8,345
-450
-5% -$11.3K 0.01% 179
2025
Q3 		$224K Hold
8,795
– – 0.01% 167
2025
Q2 		$213K Hold
8,795
– – 0.01% 172
2025
Q1 		$223K Sell
8,795
-5,071
-37% -$133K 0.02% 165
2024
Q4 		$368K Sell
13,866
-706
-5% -$19.1K 0.03% 142
2024
Q3 		$422K Buy
14,572
+1,298
+10% +$37.9K 0.03% 141
2024
Q2 		$371K Sell
13,274
-558
-4% -$15.4K 0.03% 143
2024
Q1 		$384K Buy
13,832
+558
+4% +$15.5K 0.03% 144
2023
Q4 		$382K Sell
13,274
-69
-0.5% -$2.09K 0.03% 137
2023
Q3 		$443K Buy
13,343
+988
+8% +$34.9K 0.04% 128
2023
Q2 		$453K Buy
12,355
+491
+4% +$19.1K 0.04% 128
2023
Q1 		$484K Buy
11,864
+31
+0.3% +$1.34K 0.04% 132
2022
Q4 		$606K Sell
11,833
-6,131
-34% -$294K 0.05% 121
2022
Q3 		$786K Sell
17,964
-472
-3% -$22.9K 0.07% 110
2022
Q2 		$967K Sell
18,436
-22,111
-55% -$1.13M 0.09% 107
2022
Q1 		$2.1M Sell
40,547
-735
-2% -$38.1K 0.15% 94
2021
Q4 		$2.44M Buy
41,282
+14,309
+53% +$709K 0.17% 87
2021
Q3 		$1.16M Buy
26,973
+4,246
+19% +$188K 0.09% 103
2021
Q2 		$890K Buy
22,727
+3,806
+20% +$148K 0.07% 112
2021
Q1 		$686K Sell
18,921
-74
-0.4% -$2.63K 0.06% 113
2020
Q4 		$699K Buy
18,995
+2,237
+13% +$82.1K 0.07% 108
2020
Q3 		$583K Sell
16,758
-638
-4% -$22.4K 0.06% 111
2020
Q2 		$540K Sell
17,396
-911
-5% -$30.9K 0.06% 114
2020
Q1 		$567K Sell
18,307
-17,682
-49% -$603K 0.07% 121
2019
Q4 		$1.34M Buy
35,989
+21,016
+140% +$749K 0.11% 89
2019
Q3 		$510K Sell
14,973
-987
-6% -$35.9K 0.07% 66
2019
Q2 		$656K Buy
15,960
+1,281
+9% +$50.9K 0.1% 59
2019
Q1 		$591K Buy
14,679
+141
+1% +$5.65K 0.08% 57
2018
Q4 		$602K Buy
14,538
+4,134
+40% +$172K 0.08% 60
2018
Q3 		$435K Hold
10,404
– – 0.07% 59
2018
Q2 		$358K Sell
10,404
-11,594
-53% -$396K 0.06% 60
2018
Q1 		$741K Sell
21,998
-275
-1% -$9.45K 0.12% 45
2017
Q4 		$765K Buy
22,273
+157
+0.7% +$5.35K 0.12% 48
2017
Q3 		$749K Sell
22,116
-6,160
-22% -$198K 0.12% 51
2017
Q2 		$901K Sell
28,276
-7,940
-22% -$250K 0.13% 46
2017
Q1 		$1.18M Buy
36,216
+3,171
+10% +$100K 0.17% 42
2016
Q4 		$1.02M Buy
33,045
+1,581
+5% +$48.3K 0.15% 48
2016
Q3 		$1.01M Sell
31,464
-99
-0.3% -$3.31K 0.15% 44
2016
Q2 		$1.05M Buy
31,563
+7,726
+32% +$247K 0.17% 42
2016
Q1 		$670K Buy
23,837
+527
+2% +$15.1K 0.11% 34
2015
Q4 		$714K Hold
23,310
– – 0.12% 32
2015
Q3 		$695K Buy
23,310
+3,162
+16% +$101K 0.12% 32
2015
Q2 		$641K Sell
20,148
-1,054
-5% -$34.4K 0.11% 35
2015
Q1 		$700K Hold
21,202
– – 0.12% 34
2014
Q4 		$627K Hold
21,202
– – 0.1% 40
2014
Q3 		$595K Hold
21,202
– – 0.1% 38
2014
Q2 		$597K Sell
21,202
-475
-2% -$13.5K 0.1% 38
2014
Q1 		$661K Hold
21,677
– – 0.12% 36
2013
Q4 		$630K Buy
21,677
+597
+3% +$17.4K 0.11% 34
2013
Q3 		$575K Buy
21,080
+12,648
+150% +$344K 0.12% 34
2013
Q2 		$224K Buy
+8,432
New +$233K 0.05% 47

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

BOK Financial Private Wealth's PFE Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Pfizer (PFE) stake by 0.84% in Q1 2026, selling an estimated $1.86K and leaving 8,275 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #171.

BOK Financial Private Wealth first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.44M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • BOK Financial Private Wealth held 8,275 shares of Pfizer worth $232K as of Q1 2026.
  • BOK Financial Private Wealth sold 70 Pfizer shares in Q1 2026, an estimated $1.86K.
  • Pfizer made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #171 holding.
  • BOK Financial Private Wealth first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial Private Wealth's Pfizer position peaked at $2.44M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.