FWA
PFE icon

Flagship Wealth Advisors’s Pfizer PFE Stock Holding History

Flagship Wealth Advisors’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 		$384K Buy
15,831
+1,520
+11% +$40.5K 0.16% 70
2025
Q4 		$356K Buy
14,311
+474
+3% +$12K 0.1% 93
2025
Q3 		$353K Sell
13,837
-1,994
-13% -$49.2K 0.12% 88
2025
Q2 		$384K Buy
15,831
+6
+0% +$140 0.14% 79
2025
Q1 		$401K Buy
15,825
+5
+0% +$131 0.17% 72
2024
Q4 		$420K Buy
+15,820
New +$429K 0.25% 56

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

Flagship Wealth Advisors's PFE Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $40.5K and bringing the position to 15,831 shares worth $384K. The position accounts for 0.16% of the portfolio, ranked #70.

Flagship Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q4 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Flagship Wealth Advisors held 15,831 shares of Pfizer worth $384K as of Q1 2026.
  • Flagship Wealth Advisors bought 1,520 Pfizer shares in Q1 2026, an estimated $40.5K.
  • Pfizer made up 0.16% of Flagship Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Flagship Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Pfizer position peaked at $420K in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.