Elk River Wealth Management’s Pfizer PFE Stock Holding History

Elk River 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
2026 Q1	$499K	Hold	17,772	–	–	0.08%	74
2025 Q4	$443K	Sell	17,772 -1,100	-6%	-$27.7K	0.07%	76
2025 Q3	$481K	Hold	18,872	–	–	0.08%	71
2025 Q2	$457K	Hold	18,872	–	–	0.08%	72
2025 Q1	$478K	Hold	18,872	–	–	0.09%	68
2024 Q4	$501K	Sell	18,872 -2,200	-10%	-$59.7K	0.09%	72
2024 Q3	$610K	Hold	21,072	–	–	0.11%	63
2024 Q2	$590K	Sell	21,072 -57	-0.3%	-$1.57K	0.12%	59
2024 Q1	$586K	Sell	21,129 -545	-3%	-$15.1K	0.12%	62
2023 Q4	$624K	Sell	21,674 -6,455	-23%	-$195K	0.12%	68
2023 Q3	$933K	Sell	28,129 -489	-2%	-$17.3K	0.21%	52
2023 Q2	$1.05M	Sell	28,618 -224	-0.8%	-$8.72K	0.22%	50
2023 Q1	$1.18M	Hold	28,842	–	–	0.27%	49
2022 Q4	$1.48M	Sell	28,842 -300	-1%	-$14.4K	0.36%	51
2022 Q3	$1.27M	Sell	29,142 -215	-0.7%	-$10.4K	0.34%	52
2022 Q2	$1.54M	Hold	29,357	–	–	0.39%	55
2022 Q1	$1.52M	Hold	29,357	–	–	0.33%	54
2021 Q4	$1.73M	Buy	29,357 +315	+1%	+$15.6K	0.39%	52
2021 Q3	$1.25M	Hold	29,042	–	–	0.32%	54
2021 Q2	$1.14M	Sell	29,042 -330	-1%	-$12.8K	0.29%	60
2021 Q1	$1.06M	Sell	29,372 -140	-0.5%	-$4.97K	0.3%	59
2020 Q4	$1.09M	Buy	+29,512	New	+$1.08M	0.36%	60

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

Elk River Wealth Management's PFE Position: Q1 2026 in Review

Elk River Wealth Management held its Pfizer (PFE) position steady in Q1 2026 at 17,772 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #74.

Elk River Wealth Management first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Elk River Wealth Management held 17,772 shares of Pfizer worth $499K as of Q1 2026.
Elk River Wealth Management left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.08% of Elk River Wealth Management's portfolio in Q1 2026, its #74 holding.
Elk River Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's Pfizer position peaked at $1.73M in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.