Forefront Wealth Management’s Pfizer PFE Stock Holding History

Forefront 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
2025 Q4	$516K	Hold	20,738	–	–	0.37%	42
2025 Q3	$528K	Hold	20,738	–	–	0.39%	42
2025 Q2	$503K	Hold	20,738	–	–	0.4%	39
2025 Q1	$526K	Sell	20,738 -153	-0.7%	-$4K	0.49%	36
2024 Q4	$554K	Buy	+20,891	New	+$567K	0.51%	33
2023 Q3	$688K	Hold	20,738	–	–	0.96%	29
2023 Q2	$761K	Sell	20,738 -1,899	-8%	-$73.9K	1.01%	29
2023 Q1	$924K	Buy	22,637 +61	+0.3%	+$2.63K	1.21%	29
2022 Q4	$1.16M	Buy	22,576 +8	+0%	+$384	1.56%	21
2022 Q3	$988K	Buy	22,568 +10	+0%	+$486	1.38%	24
2022 Q2	$1.19M	Sell	22,558 -330	-1%	-$16.8K	1.6%	24
2022 Q1	$1.19M	Buy	22,888 +761	+3%	+$39.5K	1.17%	28
2021 Q4	$1.31M	Buy	+22,127	New	+$1.1M	1.25%	29

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forefront Wealth Management's PFE Position: Q4 2025 in Review

Forefront Wealth Management held its Pfizer (PFE) position steady in Q4 2025 at 20,738 shares worth $516K. The position accounts for 0.37% of the portfolio, ranked #42.

Forefront Wealth Management first reported a position in PFE in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.31M in Q4 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Forefront Wealth Management held 20,738 shares of Pfizer worth $516K as of Q4 2025.
Forefront Wealth Management left its Pfizer share count unchanged in Q4 2025.
Pfizer made up 0.37% of Forefront Wealth Management's portfolio in Q4 2025, its #42 holding.
Forefront Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's Pfizer position peaked at $1.31M in Q4 2021.
2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.