Carson Wealth (CWM LLC)
PFE icon

Carson Wealth (CWM LLC)’s Pfizer PFE Stock Holding History

Carson Wealth (CWM LLC)’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 		$16.4K Buy
+2,000
New +$53.2K ﹤0.01% 4536
2014
Q1 		– Sell
-429
Closed -$32K – 395
2013
Q4 		$32K Buy
+429
New +$12.5K 0.01% 317

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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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. 2,939 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.
  • 2,939 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.