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Conscious Wealth Investments’s Pfizer PFE Stock Holding History

Conscious Wealth Investments’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 		$3.99M Buy
146,657
+3,279
+2% +$87.3K 2.22% 24
2025
Q4 		$3.8M Buy
143,378
+2,264
+2% +$57.1K 2.28% 23
2025
Q3 		$3.48M Buy
141,114
+157
+0.1% +$3.88K 2.06% 23
2025
Q2 		$3.43M Buy
140,957
+706
+0.5% +$16.5K 2.19% 24
2025
Q1 		$3.13M Buy
140,251
+35,807
+34% +$937K 2.17% 28
2024
Q4 		$2.75M Buy
104,444
+2,574
+3% +$69.8K 1.86% 29
2024
Q3 		$2.94M Buy
101,870
+437
+0.4% +$12.7K 2.02% 27
2024
Q2 		$2.99M Sell
101,433
-1,456
-1% -$40.1K 2.15% 19
2024
Q1 		$2.64M Buy
102,889
+67,975
+195% +$1.89M 2.01% 27
2023
Q4 		$960K Buy
+34,914
New +$1.06M 0.77% 39

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

Conscious Wealth Investments's PFE Position: Q1 2026 in Review

Conscious Wealth Investments increased its Pfizer (PFE) stake by 2.3% in Q1 2026, buying an estimated $87.3K and bringing the position to 146,657 shares worth $3.99M. The position accounts for 2.22% of the portfolio, ranked #24.

Conscious Wealth Investments first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Conscious Wealth Investments held 146,657 shares of Pfizer worth $3.99M as of Q1 2026.
  • Conscious Wealth Investments bought 3,279 Pfizer shares in Q1 2026, an estimated $87.3K.
  • Pfizer made up 2.22% of Conscious Wealth Investments's portfolio in Q1 2026, its #24 holding.
  • Conscious Wealth Investments first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.