Finer Wealth Management
PFE icon

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
Q3 		$357K Buy
12,531
+635
+5% +$16.9K 0.14% 70
2026
Q2 		$286K Buy
11,896
+653
+6% +$17.1K 0.13% 77
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% -$32.6K 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 		$3.22M 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Finer Wealth Management's PFE Position: Q3 2026 in Review

Finer Wealth Management increased its Pfizer (PFE) stake by 5.3% in Q3 2026, buying an estimated $16.9K and bringing the position to 12,531 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #70.

Finer Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q4 2021. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Finer Wealth Management held 12,531 shares of Pfizer worth $357K as of Q3 2026.
  • Finer Wealth Management bought 635 Pfizer shares in Q3 2026, an estimated $16.9K.
  • Pfizer made up 0.14% of Finer Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Finer Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Pfizer position peaked at $4.24M in Q4 2021.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.