Carson Wealth (CWM LLC)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.3M | Buy |
2,111,686
+486,307
| +30% | +$12.9M | 0.16% | 141 |
|
|
2025
Q4 | $40.5M | Buy |
1,625,379
+12,997
| +0.8% | +$328K | 0.11% | 171 |
|
|
2025
Q3 | $41.1M | Buy |
1,612,382
+123,473
| +8% | +$3.05M | 0.12% | 146 |
|
|
2025
Q2 | $36.1M | Buy |
1,488,909
+84,187
| +6% | +$1.96M | 0.13% | 144 |
|
|
2025
Q1 | $35.6M | Buy |
1,404,722
+5,059
| +0.4% | +$132K | 0.14% | 139 |
|
|
2024
Q4 | $37.1M | Buy |
1,399,663
+75,735
| +6% | +$2.05M | 0.15% | 121 |
|
|
2024
Q3 | $38.3M | Buy |
1,323,928
+46,221
| +4% | +$1.35M | 0.16% | 119 |
|
|
2024
Q2 | $35.8M | Buy |
1,277,707
+71,241
| +6% | +$1.96M | 0.17% | 124 |
|
|
2024
Q1 | $33.5M | Buy |
1,206,466
+79,627
| +7% | +$2.21M | 0.16% | 133 |
|
|
2023
Q4 | $32.4M | Buy |
1,126,839
+11,167
| +1% | +$338K | 0.17% | 114 |
|
|
2023
Q3 | $37M | Buy |
1,115,672
+75,994
| +7% | +$2.69M | 0.23% | 82 |
|
|
2023
Q2 | $38.1M | Buy |
1,039,678
+14,416
| +1% | +$561K | 0.24% | 77 |
|
|
2023
Q1 | $41.8M | Buy |
1,025,262
+68,290
| +7% | +$2.95M | 0.28% | 67 |
|
|
2022
Q4 | $49M | Buy |
956,972
+70,487
| +8% | +$3.38M | 0.36% | 55 |
|
|
2022
Q3 | $38.8M | Buy |
886,485
+36,890
| +4% | +$1.79M | 0.31% | 59 |
|
|
2022
Q2 | $44.5M | Buy |
849,595
+29,336
| +4% | +$1.49M | 0.35% | 59 |
|
|
2022
Q1 | $42.5M | Sell |
820,259
-1,142
| -0.1% | -$59.3K | 0.3% | 59 |
|
|
2021
Q4 | $48.5M | Buy |
+821,401
| New | +$40.7M | 0.34% | 52 |
|
|
2021
Q2 | $35.9M | Hold |
917,395
| – | – | 0.29% | 55 |
|
|
2021
Q1 | $35.9M | Hold |
917,395
| – | – | 0.29% | 55 |
|
|
2020
Q4 | $35.9M | Sell |
917,395
-49,539
| -5% | -$1.82M | 0.29% | 55 |
|
|
2020
Q3 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2020
Q2 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2020
Q1 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2019
Q4 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2019
Q3 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2019
Q2 | $35.9M | Hold |
966,934
| – | – | 0.29% | 55 |
|
|
2019
Q1 | $35.9M | Buy |
966,934
+745,264
| +336% | +$29.8M | 0.29% | 55 |
|
|
2018
Q4 | $9.18M | Sell |
221,670
-32,594
| -13% | -$1.35M | 0.23% | 94 |
|
|
2018
Q3 | $10.6M | Buy |
254,264
+50,463
| +25% | +$1.94M | 0.27% | 99 |
|
|
2018
Q2 | $7.01M | Buy |
203,801
+70,600
| +53% | +$2.41M | 0.23% | 103 |
|
|
2018
Q1 | $4.49M | Buy |
133,201
+27,338
| +26% | +$940K | 0.18% | 107 |
|
|
2017
Q4 | $3.64M | Buy |
105,863
+15,943
| +18% | +$544K | 0.16% | 105 |
|
|
2017
Q3 | $3.05M | Sell |
89,920
-8,247
| -8% | -$265K | 0.14% | 110 |
|
|
2017
Q2 | $3.13M | Sell |
98,167
-7,842
| -7% | -$247K | 0.16% | 107 |
|
|
2017
Q1 | $3.44M | Sell |
106,009
-140,962
| -57% | -$4.44M | 0.19% | 100 |
|
|
2016
Q4 | $7.61M | Sell |
246,971
-57,048
| -19% | -$1.74M | 0.47% | 58 |
|
|
2016
Q3 | $9.77M | Sell |
304,019
-39,035
| -11% | -$1.31M | 0.67% | 47 |
|
|
2016
Q2 | $11.5M | Sell |
343,054
-66,241
| -16% | -$2.11M | 0.84% | 38 |
|
|
2016
Q1 | $11.5M | Sell |
409,295
-54,920
| -12% | -$1.57M | 1.01% | 31 |
|
|
2015
Q4 | $14.2M | Sell |
464,215
-3,111
| -0.7% | -$97.9K | 1.39% | 13 |
|
|
2015
Q3 | $13.9M | Buy |
467,326
+14,764
| +3% | +$473K | 1.4% | 12 |
|
|
2015
Q2 | $14.4M | Buy |
452,562
+1,290
| +0.3% | +$42K | 1.38% | 11 |
|
|
2015
Q1 | $14.9M | Buy |
451,272
+421,566
| +1,419% | +$13.4M | 1.51% | 10 |
|
|
2014
Q4 | $878K | Sell |
29,706
-88,852
| -75% | -$2.55M | 0.11% | 133 |
|
|
2014
Q3 | $3.33M | Buy |
118,558
+31,362
| +36% | +$880K | 0.48% | 70 |
|
|
2014
Q2 | $2.46M | Buy |
87,196
+22,212
| +34% | +$633K | 0.44% | 70 |
|
|
2014
Q1 | $1.98M | Buy |
64,984
+18,508
| +40% | +$552K | 0.27% | 69 |
|
|
2013
Q4 | $1.35M | Buy |
46,476
+23,495
| +102% | +$684K | 0.21% | 74 |
|
|
2013
Q3 | $626K | Buy |
+22,981
| New | +$625K | 0.16% | 84 |
|
Other funds holding PFE
VCM
VPM
Carson Wealth (CWM LLC)'s PFE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Pfizer (PFE) stake by 30% in Q1 2026, buying an estimated $12.9M and bringing the position to 2,111,686 shares worth $59.3M. The position accounts for 0.16% of the portfolio, ranked #141.
Carson Wealth (CWM LLC) first reported a position in PFE in Q3 2013 and has held it in 50 quarters since. 2,949 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,111,686 shares of Pfizer worth $59.3M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 486,307 Pfizer shares in Q1 2026, an estimated $12.9M.
- Pfizer made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #141 holding.
- Carson Wealth (CWM LLC) first reported a position in Pfizer in Q3 2013 and has held it in 50 quarters since.
- 2,949 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.