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Evergreen Wealth Solutions’s Pfizer PFE Stock Holding History

Evergreen Wealth Solutions’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 		$1.38M Buy
49,023
+32,495
+197% +$865K 0.1% 135
2025
Q4 		$412K Buy
16,528
+5,243
+46% +$132K 0.06% 134
2025
Q3 		$288K Sell
11,285
-823
-7% -$20.3K 0.16% 96
2025
Q2 		$293K Sell
12,108
-1,238
-9% -$28.9K 0.18% 91
2025
Q1 		$338K Buy
13,346
+696
+6% +$18.2K 0.23% 80
2024
Q4 		$336K Sell
12,650
-3,369
-21% -$91.4K 0.23% 74
2024
Q3 		$464K Sell
16,019
-3,476
-18% -$101K 0.31% 63
2024
Q2 		$545K Sell
19,495
-14,451
-43% -$398K 0.39% 56
2024
Q1 		$942K Buy
33,946
+4,815
+17% +$134K 0.7% 31
2023
Q4 		$839K Sell
29,131
-1,050
-3% -$31.7K 0.72% 36
2023
Q3 		$1M Buy
30,181
+486
+2% +$17.2K 1.01% 28
2023
Q2 		$1.09M Buy
29,695
+875
+3% +$34.1K 1.1% 28
2023
Q1 		$1.18M Buy
28,820
+1,157
+4% +$50K 1.36% 26
2022
Q4 		$1.42M Buy
27,663
+987
+4% +$47.3K 1.87% 15
2022
Q3 		$1.17M Buy
26,676
+98
+0.4% +$4.76K 1.66% 19
2022
Q2 		$1.39M Buy
26,578
+1,244
+5% +$63.4K 1.71% 14
2022
Q1 		$1.31M Sell
25,334
-818
-3% -$42.4K 1.27% 24
2021
Q4 		$1.54M Buy
+26,152
New +$1.3M 1.4% 16

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

Evergreen Wealth Solutions's PFE Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Pfizer (PFE) stake by 197% in Q1 2026, buying an estimated $865K and bringing the position to 49,023 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #135.

Evergreen Wealth Solutions first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Evergreen Wealth Solutions held 49,023 shares of Pfizer worth $1.38M as of Q1 2026.
  • Evergreen Wealth Solutions bought 32,495 Pfizer shares in Q1 2026, an estimated $865K.
  • Pfizer made up 0.1% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #135 holding.
  • Evergreen Wealth Solutions first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Pfizer position peaked at $1.54M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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