Financial Gravity Asset Management’s Pfizer PFE Stock Holding History

Financial Gravity Asset 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	$5.39K	Sell	192 -704	-79%	-$18.7K	﹤0.01%	651
2025 Q4	$22.3K	Sell	896 -63	-7%	-$1.59K	﹤0.01%	362
2025 Q3	$24.4K	Buy	+959	New	+$23.7K	﹤0.01%	391
2025 Q1	$23.7K	Buy	+937	New	+$24.5K	0.01%	451
2024 Q2	$7.86K	Sell	281 -116	-29%	-$3.19K	﹤0.01%	533
2024 Q1	$11.3K	Sell	397 -5	-1%	-$139	﹤0.01%	449
2023 Q4	$11.6K	Buy	+402	New	+$12.2K	﹤0.01%	456
2021 Q3	$43K	Sell	8 -2	-20%	-$89	0.02%	623
2021 Q2	$39K	Buy	+10	New	+$389	0.01%	648
2020 Q4	$1K	Buy	+17	New	+$624	﹤0.01%	434
2019 Q4	$55K	Sell	600 -302	-33%	-$10.8K	0.04%	593
2019 Q3	$31K	Sell	902 -185	-17%	-$6.73K	0.03%	376
2019 Q2	$45K	Buy	1,087 +271	+33%	+$10.8K	0.04%	339
2019 Q1	$33K	Buy	+816	New	+$32.7K	0.03%	377
2018 Q3	$304K	Sell	7,409 -987	-12%	-$38K	0.32%	53
2018 Q2	$326K	Buy	8,396 +260	+3%	+$8.88K	0.31%	51
2018 Q1	$269K	Buy	+8,136	New	+$280K	0.28%	62

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Financial Gravity Asset Management's PFE Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Pfizer (PFE) stake by 79% in Q1 2026, selling an estimated $18.7K and leaving 192 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Financial Gravity Asset Management first reported a position in PFE in Q1 2018 and has held it in 17 quarters since. The position peaked at $326K in Q2 2018. 2,953 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Financial Gravity Asset Management held 192 shares of Pfizer worth $5.39K as of Q1 2026.
Financial Gravity Asset Management sold 704 Pfizer shares in Q1 2026, an estimated $18.7K.
Pfizer made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #651 holding.
Financial Gravity Asset Management first reported a position in Pfizer in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Pfizer position peaked at $326K in Q2 2018.
2,953 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.