Finer Wealth Management’s Pfizer PFE Stock Holding History

Finer 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	$316K	Buy	11,243 +3,191	+40%	+$85K	0.16%	73
2025 Q4	$200K	Buy	8,052 +1	+0%	+$25	0.1%	81
2025 Q3	$205K	Buy	+8,051	New	+$199K	0.1%	83
2025 Q2	–	Sell	-9,442	Closed	-$239K	–	90
2025 Q1	$239K	Sell	9,442 -5,607	-37%	-$147K	0.14%	76
2024 Q4	$399K	Sell	15,049 -1,200	-7%	-$32.5K	0.23%	65
2024 Q3	$470K	Sell	16,249 -28,203	-63%	-$823K	0.29%	58
2024 Q2	$1.24M	Sell	44,452 -16,034	-27%	-$441K	0.8%	29
2024 Q1	$1.68M	Sell	60,486 -14,495	-19%	-$402K	1.1%	25
2023 Q4	$2.16M	Sell	74,981 -10,222	-12%	-$309K	1.61%	20
2023 Q3	$2.83M	Buy	85,203 +3,944	+5%	+$139K	2.26%	12
2023 Q2	$2.98M	Buy	81,259 +1,489	+2%	+$58K	2.33%	12
2023 Q1	$3.25M	Buy	79,770 +5,864	+8%	+$253K	2.75%	9
2022 Q4	$3.79M	Buy	73,906 +198	+0.3%	+$9.49K	3.54%	5
2022 Q3	$3.23M	Sell	73,708 -114	-0.2%	-$5.54K	3.17%	7
2022 Q2	$3.87M	Buy	73,822 +491	+0.7%	+$25K	3.53%	5
2022 Q1	$3.8M	Buy	73,331 +1,619	+2%	+$84K	3.1%	6
2021 Q4	$4.24M	Buy	+71,712	New	+$3.55M	3.51%	6

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

Finer Wealth Management's PFE Position: Q1 2026 in Review

Finer Wealth Management increased its Pfizer (PFE) stake by 40% in Q1 2026, buying an estimated $85K and bringing the position to 11,243 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #73.

Finer Wealth Management first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.24M in Q4 2021. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Finer Wealth Management held 11,243 shares of Pfizer worth $316K as of Q1 2026.
Finer Wealth Management bought 3,191 Pfizer shares in Q1 2026, an estimated $85K.
Pfizer made up 0.16% of Finer Wealth Management's portfolio in Q1 2026, its #73 holding.
Finer Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
Finer Wealth Management's Pfizer position peaked at $4.24M in Q4 2021.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.