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Chung Wu Investment Group’s Pfizer PFE Stock Holding History

Chung Wu Investment Group’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 		$5.62K Hold
200
– – ﹤0.01% 226
2025
Q4 		$4.98K Hold
200
– – ﹤0.01% 238
2025
Q3 		$5.1K Buy
+200
New +$4.94K ﹤0.01% 236

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 $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Chung Wu Investment Group's PFE Position: Q1 2026 in Review

Chung Wu Investment Group held its Pfizer (PFE) position steady in Q1 2026 at 200 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Chung Wu Investment Group first reported a position in PFE in Q3 2025 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Chung Wu Investment Group held 200 shares of Pfizer worth $5.62K as of Q1 2026.
  • Chung Wu Investment Group left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q1 2026, its #226 holding.
  • Chung Wu Investment Group first reported a position in Pfizer in Q3 2025 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.