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CWS Financial Advisors’s Pfizer PFE Stock Holding History

CWS Financial 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 		$446K Buy
15,894
+168
+1% +$4.47K 0.11% 104
2025
Q4 		$392K Sell
15,726
-150
-0.9% -$3.78K 0.11% 105
2025
Q3 		$405K Sell
15,876
-7,760
-33% -$192K 0.11% 100
2025
Q2 		$573K Sell
23,636
-4,535
-16% -$106K 0.17% 70
2025
Q1 		$714K Buy
28,171
+2,539
+10% +$66.4K 0.23% 54
2024
Q4 		$680K Sell
25,632
-1,869
-7% -$50.7K 0.22% 51
2024
Q3 		$796K Buy
27,501
+343
+1% +$10K 0.28% 41
2024
Q2 		$760K Buy
27,158
+3,490
+15% +$96.1K 0.3% 36
2024
Q1 		$657K Sell
23,668
-6,300
-21% -$175K 0.27% 39
2023
Q4 		$863K Sell
29,968
-6,301
-17% -$190K 0.32% 45
2023
Q3 		$1.2M Buy
36,269
+152
+0.4% +$5.38K 0.48% 28
2023
Q2 		$1.32M Buy
36,117
+434
+1% +$16.9K 0.5% 26
2023
Q1 		$1.46M Sell
35,683
-9,673
-21% -$418K 0.58% 24
2022
Q4 		$1.64M Buy
45,356
+13,228
+41% +$634K 0.71% 15
2022
Q3 		$1.41M Buy
32,128
+63
+0.2% +$3.06K 0.67% 22
2022
Q2 		$1.68M Sell
32,065
-415
-1% -$21.1K 0.77% 20
2022
Q1 		$1.68M Sell
32,480
-12,234
-27% -$635K 0.63% 20
2021
Q4 		$2.64M Buy
+44,714
New +$2.22M 0.93% 14
2021
Q2 		$1.8M Buy
46,005
+649
+1% +$25.2K 0.72% 16
2021
Q1 		$1.64M Buy
45,356
+1,025
+2% +$36.4K 0.71% 15
2020
Q4 		$1.63M Sell
44,331
-3,149
-7% -$116K 0.95% 9
2020
Q3 		$1.65M Buy
47,480
+1,634
+4% +$57.3K 1.1% 9
2020
Q2 		$1.42M Buy
45,846
+5,333
+13% +$181K 1.03% 12
2020
Q1 		$1.51M Hold
40,513
– – 1.11% 9
2019
Q4 		$1.51M Buy
+40,513
New +$1.44M 1.1% 10

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

CWS Financial Advisors's PFE Position: Q1 2026 in Review

CWS Financial Advisors increased its Pfizer (PFE) stake by 1.1% in Q1 2026, buying an estimated $4.47K and bringing the position to 15,894 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #104.

CWS Financial Advisors first reported a position in PFE in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.64M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • CWS Financial Advisors held 15,894 shares of Pfizer worth $446K as of Q1 2026.
  • CWS Financial Advisors bought 168 Pfizer shares in Q1 2026, an estimated $4.47K.
  • Pfizer made up 0.11% of CWS Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • CWS Financial Advisors first reported a position in Pfizer in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Pfizer position peaked at $2.64M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.