DWP
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Daymark Wealth Partners’s Pfizer PFE Stock Holding History

Daymark Wealth Partners’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 		$4.9M Sell
174,458
-983
-0.6% -$26.2K 0.15% 117
2025
Q4 		$4.37M Sell
175,441
-244
-0.1% -$6.15K 0.14% 122
2025
Q3 		$4.48M Sell
175,685
-52,529
-23% -$1.3M 0.15% 122
2025
Q2 		$5.53M Sell
228,214
-15,519
-6% -$362K 0.21% 94
2025
Q1 		$6.18M Sell
243,733
-25,397
-9% -$665K 0.27% 80
2024
Q4 		$7.14M Sell
269,130
-23,291
-8% -$632K 0.3% 71
2024
Q3 		$8.46M Sell
292,421
-2,355
-0.8% -$68.7K 0.36% 63
2024
Q2 		$8.25M Buy
294,776
+16,817
+6% +$463K 0.38% 59
2024
Q1 		$7.71M Buy
277,959
+6,044
+2% +$168K 0.42% 56
2023
Q4 		$7.83M Buy
271,915
+10,475
+4% +$317K 0.48% 49
2023
Q3 		$8.67M Buy
261,440
+32,054
+14% +$1.13M 0.6% 44
2023
Q2 		$8.41M Buy
229,386
+166,111
+263% +$6.47M 0.62% 42
2023
Q1 		$2.58M Buy
63,275
+23,337
+58% +$1.01M 0.34% 73
2022
Q4 		$2.05M Buy
+39,938
New +$1.91M 0.36% 61

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

Daymark Wealth Partners's PFE Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Pfizer (PFE) stake by 0.56% in Q1 2026, selling an estimated $26.2K and leaving 174,458 shares worth $4.9M. The position accounts for 0.15% of the portfolio, ranked #117.

Daymark Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.67M in Q3 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Daymark Wealth Partners held 174,458 shares of Pfizer worth $4.9M as of Q1 2026.
  • Daymark Wealth Partners sold 983 Pfizer shares in Q1 2026, an estimated $26.2K.
  • Pfizer made up 0.15% of Daymark Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Daymark Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Pfizer position peaked at $8.67M in Q3 2023.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.