FAS Wealth Partners’s Pfizer PFE Stock Holding History

FAS 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	$476K	Buy	16,967 +134	+0.8%	+$3.57K	0.03%	236
2025 Q4	$419K	Buy	16,833 +2,462	+17%	+$62.1K	0.03%	251
2025 Q3	$366K	Buy	14,371 +327	+2%	+$8.07K	0.02%	253
2025 Q2	$340K	Sell	14,044 -1,432	-9%	-$33.4K	0.03%	252
2025 Q1	$392K	Sell	15,476 -10,211	-40%	-$267K	0.03%	232
2024 Q4	$681K	Sell	25,687 -1,109	-4%	-$30.1K	0.06%	179
2024 Q3	$775K	Buy	26,796 +490	+2%	+$14.3K	0.06%	166
2024 Q2	$736K	Buy	26,306 +342	+1%	+$9.42K	0.06%	164
2024 Q1	$721K	Sell	25,964 -2,422	-9%	-$67.2K	0.06%	167
2023 Q4	$817K	Sell	28,386 -10,272	-27%	-$311K	0.08%	155
2023 Q3	$1.28M	Sell	38,658 -888	-2%	-$31.4K	0.14%	128
2023 Q2	$1.45M	Sell	39,546 -581	-1%	-$22.6K	0.18%	106
2023 Q1	$1.64M	Sell	40,127 -1,014	-2%	-$43.8K	0.18%	106
2022 Q4	$2.11M	Sell	41,141 -1,290	-3%	-$61.8K	0.24%	92
2022 Q3	$1.86M	Buy	42,431 +1,922	+5%	+$93.4K	0.21%	86
2022 Q2	$2.12M	Buy	40,509 +2,434	+6%	+$124K	0.22%	76
2022 Q1	$1.97M	Sell	38,075 -15	-0%	-$778	0.19%	82
2021 Q4	$2.25M	Sell	38,090 -8,708	-19%	-$431K	0.21%	77
2021 Q3	$2.01M	Buy	46,798 +418	+0.9%	+$18.5K	0.19%	80
2021 Q2	$1.82M	Buy	46,380 +3,506	+8%	+$136K	0.17%	86
2021 Q1	$1.55M	Buy	42,874 +2,054	+5%	+$72.9K	0.16%	92
2020 Q4	$1.5M	Buy	40,820 +1,046	+3%	+$38.4K	0.17%	88
2020 Q3	$1.39M	Buy	39,774 +709	+2%	+$24.9K	0.19%	87
2020 Q2	$1.21M	Sell	39,065 -419	-1%	-$14.2K	0.18%	91
2020 Q1	$1.22M	Buy	39,484 +11,637	+42%	+$397K	0.21%	79
2019 Q4	$1.03M	Sell	27,847 -283	-1%	-$10.1K	0.17%	91
2019 Q3	$959K	Buy	28,130 +880	+3%	+$32K	0.17%	89
2019 Q2	$1.12M	Sell	27,250 -689	-2%	-$27.4K	0.21%	78
2019 Q1	$1.13M	Sell	27,939 -348	-1%	-$13.9K	0.22%	76
2018 Q4	$1.17M	Sell	28,287 -2,575	-8%	-$107K	0.27%	71
2018 Q3	$1.29M	Buy	30,862 +136	+0.4%	+$5.24K	0.29%	59
2018 Q2	$1.06M	Buy	30,726 +37	+0.1%	+$1.26K	0.28%	63
2018 Q1	$1.03M	Buy	30,689 +229	+0.8%	+$7.87K	0.3%	63
2017 Q4	$1.05M	Sell	30,460 -200	-0.7%	-$6.82K	0.28%	61
2017 Q3	$1.04M	Buy	30,660 +2,225	+8%	+$71.5K	0.29%	62
2017 Q2	$906K	Sell	28,435 -104	-0.4%	-$3.28K	0.27%	64
2017 Q1	$926K	Buy	28,539 +977	+4%	+$30.8K	0.29%	61
2016 Q4	$849K	Buy	27,562 +2,777	+11%	+$84.8K	0.25%	54
2016 Q3	$796K	Buy	24,785 +1,811	+8%	+$60.6K	0.26%	52
2016 Q2	$767K	Buy	22,974 +1,300	+6%	+$41.5K	0.28%	46
2016 Q1	$610K	Buy	21,674 +1,068	+5%	+$30.5K	0.31%	36
2015 Q4	$631K	Buy	20,606 +60	+0.3%	+$1.89K	0.32%	46
2015 Q3	$612K	Buy	20,546 +1,513	+8%	+$48.5K	0.35%	38
2015 Q2	$605K	Buy	19,033 +1,481	+8%	+$48.3K	0.3%	38
2015 Q1	$579K	Buy	17,552 +220	+1%	+$6.99K	0.3%	35
2014 Q4	$512K	Buy	17,332 +157	+0.9%	+$4.5K	0.27%	40
2014 Q3	$482K	Sell	17,175 -827	-5%	-$23.2K	0.28%	34
2014 Q2	$507K	Sell	18,002 -2,294	-11%	-$65.4K	0.29%	30
2014 Q1	$619K	Buy	20,296 +691	+4%	+$20.6K	0.42%	22
2013 Q4	$570K	Buy	+19,605	New	+$571K	0.34%	22

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

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

FAS Wealth Partners increased its Pfizer (PFE) stake by 0.8% in Q1 2026, buying an estimated $3.57K and bringing the position to 16,967 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #236.

FAS Wealth Partners first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.25M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

FAS Wealth Partners held 16,967 shares of Pfizer worth $476K as of Q1 2026.
FAS Wealth Partners bought 134 Pfizer shares in Q1 2026, an estimated $3.57K.
Pfizer made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #236 holding.
FAS Wealth Partners first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
FAS Wealth Partners's Pfizer position peaked at $2.25M in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.