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Focused Wealth Management’s Pfizer PFE Stock Holding History

Focused 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 		– Sell
-49,000
Closed -$1.22M – 255
2025
Q4 		$1.22M Hold
49,000
– – 0.13% 69
2025
Q3 		$1.25M Buy
+49,000
New +$1.21M 0.13% 69
2021
Q4 		– Sell
-14,000
Closed -$11K – 1075
2021
Q3 		$11K Buy
+14,000
New +$620K ﹤0.01% 588

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

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

Focused Wealth Management increased its Pfizer (PFE) stake by 5.1% in Q1 2026, buying an estimated $148K and bringing the position to 115,258 shares worth $3.24M. The position accounts for 0.34% of the portfolio, ranked #44.

Focused Wealth Management first reported a position in PFE in Q3 2013 and has held it in 51 quarters since. The position peaked at $6.16M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Focused Wealth Management held 115,258 shares of Pfizer worth $3.24M as of Q1 2026.
  • Focused Wealth Management bought 5,541 Pfizer shares in Q1 2026, an estimated $148K.
  • Pfizer made up 0.34% of Focused Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Focused Wealth Management first reported a position in Pfizer in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Pfizer position peaked at $6.16M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.