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Destination Wealth Management’s Pfizer PFE Stock Holding History

Destination Wealth Management’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
2024
Q1 		– Sell
-100
Closed -$39 – 235
2023
Q4 		$39 Hold
100
– – ﹤0.01% 218
2023
Q3 		$103 Hold
100
– – ﹤0.01% 210
2023
Q2 		$206 Hold
100
– – ﹤0.01% 213
2023
Q1 		$428 Buy
+100
New +$4.32K ﹤0.01% 218

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

Destination Wealth Management's PFE Position: Q1 2026 in Review

Destination Wealth Management increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $3.34M and bringing the position to 943,250 shares worth $26.5M. The position accounts for 0.69% of the portfolio, ranked #48.

Destination Wealth Management first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $34.4M in Q4 2021. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Destination Wealth Management held 943,250 shares of Pfizer worth $26.5M as of Q1 2026.
  • Destination Wealth Management bought 125,344 Pfizer shares in Q1 2026, an estimated $3.34M.
  • Pfizer made up 0.69% of Destination Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Destination Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
  • Destination Wealth Management's Pfizer position peaked at $34.4M in Q4 2021.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.