Bradley & Co Private Wealth Management’s Pfizer PFE Stock Holding History

Bradley & Co 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	$4.49K	Hold	160	–	–	﹤0.01%	164
2025 Q4	$3.98K	Hold	160	–	–	﹤0.01%	167
2025 Q3	$4.08K	Sell	160 -45	-22%	-$1.11K	﹤0.01%	161
2025 Q2	$4.97K	Hold	205	–	–	﹤0.01%	144
2025 Q1	$5.2K	Hold	205	–	–	﹤0.01%	139
2024 Q4	$5.44K	Buy	+205	New	+$5.56K	﹤0.01%	134
2024 Q2	$5.74K	Hold	205	–	–	﹤0.01%	130
2024 Q1	$5.69K	Sell	205 -20	-9%	-$555	﹤0.01%	134
2023 Q4	$6.48K	Hold	225	–	–	0.01%	140
2023 Q3	$7.46K	Buy	225 +20	+10%	+$707	0.01%	119
2023 Q2	$7.52K	Hold	205	–	–	0.01%	119
2023 Q1	$8.36K	Sell	205 -124	-38%	-$5.36K	0.01%	118
2022 Q4	$16.9K	Hold	329	–	–	0.02%	104
2022 Q3	$14K	Hold	329	–	–	0.02%	116
2022 Q2	$17K	Hold	329	–	–	0.02%	120
2022 Q1	$17K	Hold	329	–	–	0.01%	118
2021 Q4	$19K	Hold	329	–	–	0.02%	121
2021 Q3	$14K	Hold	329	–	–	0.01%	130
2021 Q2	$13K	Hold	329	–	–	0.01%	135
2021 Q1	$12K	Buy	+329	New	+$11.7K	0.01%	135

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 $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's PFE Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Pfizer (PFE) position steady in Q1 2026 at 160 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Bradley & Co Private Wealth Management first reported a position in PFE in Q1 2021 and has held it in 20 quarters since. The position peaked at $19K in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Bradley & Co Private Wealth Management held 160 shares of Pfizer worth $4.49K as of Q1 2026.
Bradley & Co Private Wealth Management left its Pfizer share count unchanged in Q1 2026.
Pfizer made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #164 holding.
Bradley & Co Private Wealth Management first reported a position in Pfizer in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Pfizer position peaked at $19K in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.