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Cherry Tree Wealth Management’s Pfizer PFE Stock Holding History

Cherry Tree 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 		$57.7K Buy
2,056
+20
+1% +$532 0.01% 254
2025
Q4 		$50.7K Sell
2,036
-3,589
-64% -$90.5K 0.01% 265
2025
Q3 		$143K Buy
5,625
+21
+0.4% +$518 0.03% 189
2025
Q2 		$136K Sell
5,604
-3,488
-38% -$81.3K 0.03% 189
2025
Q1 		$230K Buy
9,092
+18
+0.2% +$471 0.06% 148
2024
Q4 		$241K Buy
9,074
+19
+0.2% +$515 0.06% 149
2024
Q3 		$262K Buy
9,055
+17
+0.2% +$496 0.06% 147
2024
Q2 		$253K Buy
9,038
+17
+0.2% +$468 0.06% 146
2024
Q1 		$250K Buy
9,021
+18
+0.2% +$499 0.06% 146
2023
Q4 		$259K Buy
9,003
+15
+0.2% +$453 0.07% 135
2023
Q3 		$298K Buy
8,988
+13
+0.1% +$460 0.09% 114
2023
Q2 		$329K Buy
+8,975
New +$349K 0.1% 110

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $146B AUM 55.73% 1-Year Est. Return

Cherry Tree Wealth Management's PFE Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Pfizer (PFE) stake by 0.98% in Q1 2026, buying an estimated $532 and bringing the position to 2,056 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #254.

Cherry Tree Wealth Management first reported a position in PFE in Q2 2023 and has held it in 12 quarters since. The position peaked at $329K in Q2 2023. 2,954 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Cherry Tree Wealth Management held 2,056 shares of Pfizer worth $57.7K as of Q1 2026.
  • Cherry Tree Wealth Management bought 20 Pfizer shares in Q1 2026, an estimated $532.
  • Pfizer made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Cherry Tree Wealth Management first reported a position in Pfizer in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Pfizer position peaked at $329K in Q2 2023.
  • 2,954 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.