Dynamic Wealth Strategies’s Pfizer PFE Stock Holding History

Dynamic Wealth Strategies’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	$29.9K	Hold	1,065	–	–	0.02%	183
2025 Q4	$26.5K	Hold	1,065	–	–	0.02%	166
2025 Q3	$27.1K	Hold	1,065	–	–	0.02%	155
2025 Q2	$25.8K	Hold	1,065	–	–	0.02%	155
2025 Q1	$27K	Buy	+1,065	New	+$27.9K	0.02%	166
2024 Q4	–	Sell	-4,769	Closed	-$138K	–	183
2024 Q3	$138K	Sell	4,769 -874	-15%	-$25.5K	0.11%	89
2024 Q2	$158K	Buy	5,643 +13	+0.2%	+$358	0.14%	79
2024 Q1	$156K	Sell	5,630 -105	-2%	-$2.91K	0.13%	80
2023 Q4	$165K	Buy	+5,735	New	+$173K	0.15%	71

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dynamic Wealth Strategies's PFE Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Pfizer (PFE) position steady in Q1 2026 at 1,065 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #183.

Dynamic Wealth Strategies first reported a position in PFE in Q4 2023 and has held it in 9 quarters since. The position peaked at $165K in Q4 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Dynamic Wealth Strategies held 1,065 shares of Pfizer worth $29.9K as of Q1 2026.
Dynamic Wealth Strategies left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #183 holding.
Dynamic Wealth Strategies first reported a position in Pfizer in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Pfizer position peaked at $165K in Q4 2023.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.