Carolina Wealth Advisors’s Pfizer PFE Stock Holding History

Carolina Wealth Advisors’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	-5	Closed	-$125	–	318
2025 Q4	$125	Buy	+5	New	+$126	﹤0.01%	267
2025 Q1	–	Sell	-161	Closed	-$4.27K	–	306
2024 Q4	$4.27K	Hold	161	–	–	﹤0.01%	209
2024 Q3	$4.66K	Buy	+161	New	+$4.7K	﹤0.01%	241
2022 Q3	–	Sell	-257	Closed	-$13K	–	267
2022 Q2	$13K	Hold	257	–	–	0.01%	156
2022 Q1	$13K	Sell	257 -127,762	-100%	-$6.63M	0.01%	168
2021 Q4	$7.56M	Buy	128,019 +11,301	+10%	+$560K	4.27%	4
2021 Q3	$5.02M	Buy	116,718 +3,973	+4%	+$176K	3.32%	8
2021 Q2	$4.42M	Buy	112,745 +7,456	+7%	+$290K	2.97%	13
2021 Q1	$3.81M	Buy	105,289 +105,007	+37,237%	+$3.73M	2.78%	14
2020 Q4	$10K	Sell	282 -15	-5%	-$550	0.01%	147
2020 Q3	$10K	Buy	+297	New	+$10.4K	0.01%	133

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

Carolina Wealth Advisors's PFE Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 5 shares — an estimated $125 sold.

Carolina Wealth Advisors first reported a position in PFE in Q3 2020 and held it in 11 quarters. The position peaked at $7.56M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Carolina Wealth Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 5 Pfizer shares in Q1 2026, an estimated $125.
Carolina Wealth Advisors first reported a position in Pfizer in Q3 2020 and held it in 11 quarters.
Carolina Wealth Advisors's Pfizer position peaked at $7.56M in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.