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CM Wealth Advisors’s Pfizer PFE Stock Holding History

CM 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 		$344K Hold
12,251
– – 0.07% 102
2025
Q4 		$305K Buy
+12,251
New +$309K 0.07% 112
2024
Q2 		– Sell
-11,518
Closed -$320K – 148
2024
Q1 		$320K Buy
+11,518
New +$320K 0.09% 128
2023
Q3 		– Sell
-5,568
Closed -$203K – 146
2023
Q2 		$203K Sell
5,568
-23,156
-81% -$901K 0.07% 152
2023
Q1 		$1.11M Buy
+28,724
New +$1.24M 0.21% 134

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

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

CM Wealth Advisors held its Pfizer (PFE) position steady in Q1 2026 at 12,251 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #102.

CM Wealth Advisors first reported a position in PFE in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • CM Wealth Advisors held 12,251 shares of Pfizer worth $344K as of Q1 2026.
  • CM Wealth Advisors left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • CM Wealth Advisors first reported a position in Pfizer in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's Pfizer position peaked at $1.11M in Q1 2023.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.