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FRG Family Wealth Advisors’s Pfizer PFE Stock Holding History

FRG Family 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 		$570K Sell
20,298
-5,437
-21% -$145K 0.09% 109
2025
Q4 		$641K Sell
25,735
-114
-0.4% -$2.88K 0.1% 105
2025
Q3 		$659K Sell
25,849
-1,100
-4% -$27.1K 0.11% 102
2025
Q2 		$653K Sell
26,949
-2,560
-9% -$59.7K 0.11% 95
2025
Q1 		$748K Sell
29,509
-15,006
-34% -$393K 0.14% 92
2024
Q4 		$1.18M Hold
44,515
– – 0.21% 70
2024
Q3 		$1.29M Buy
44,515
+165
+0.4% +$4.81K 0.23% 67
2024
Q2 		$1.3M Sell
44,350
-6,360
-13% -$175K 0.25% 63
2024
Q1 		$1.3M Sell
50,710
-7,570
-13% -$210K 0.25% 61
2023
Q4 		$1.68M Sell
58,280
-10,822
-16% -$327K 0.34% 50
2023
Q3 		$2.29M Sell
69,102
-685
-1% -$24.2K 0.52% 41
2023
Q2 		$2.56M Sell
69,787
-4,921
-7% -$192K 0.56% 37
2023
Q1 		$3.05M Sell
74,708
-2,305
-3% -$99.6K 0.7% 37
2022
Q4 		$3.95M Sell
77,013
-3,170
-4% -$152K 0.94% 32
2022
Q3 		$3.51M Buy
80,183
+925
+1% +$44.9K 0.87% 31
2022
Q2 		$4.16M Hold
79,258
– – 0.96% 30
2022
Q1 		$4.1M Buy
79,258
+100
+0.1% +$5.19K 0.8% 33
2021
Q4 		$4.67M Sell
79,158
-200
-0.3% -$9.91K 0.87% 30
2021
Q3 		$3.41M Sell
79,358
-2,402
-3% -$106K 0.67% 34
2021
Q2 		$3.2M Sell
81,760
-1,135
-1% -$44.1K 0.61% 37
2021
Q1 		$3M Sell
82,895
-1,033
-1% -$36.7K 0.61% 39
2020
Q4 		$3.09M Sell
83,928
-5,038
-6% -$185K 0.67% 38
2020
Q3 		$3.1M Sell
88,966
-2,076
-2% -$72.8K 0.75% 37
2020
Q2 		$2.83M Sell
91,042
-512
-0.6% -$17.4K 0.75% 39
2020
Q1 		$2.83M Sell
91,554
-5,371
-6% -$183K 0.86% 34
2019
Q4 		$3.6M Sell
96,925
-13,059
-12% -$465K 0.87% 33
2019
Q3 		$3.75M Buy
109,984
+6,229
+6% +$227K 0.97% 33
2019
Q2 		$4.26M Buy
103,755
+1,239
+1% +$49.2K 1.12% 28
2019
Q1 		$4.13M Buy
102,516
+1,412
+1% +$56.5K 1.17% 26
2018
Q4 		$4.19M Buy
101,104
+4,074
+4% +$169K 1.37% 18
2018
Q3 		$4.06M Buy
97,030
+8,843
+10% +$340K 1.11% 23
2018
Q2 		$3.04M Buy
88,187
+6,935
+9% +$237K 0.91% 31
2018
Q1 		$2.74M Buy
81,252
+2,870
+4% +$98.7K 0.91% 39
2017
Q4 		$2.69M Buy
78,382
+711
+0.9% +$24.2K 0.87% 43
2017
Q3 		$2.63M Buy
77,671
+126
+0.2% +$4.05K 0.91% 39
2017
Q2 		$2.47M Buy
77,545
+1,192
+2% +$37.6K 0.91% 39
2017
Q1 		$2.49M Buy
76,353
+2,951
+4% +$93K 0.97% 36
2016
Q4 		$2.26M Buy
73,402
+1,989
+3% +$60.7K 0.95% 36
2016
Q3 		$2.29M Buy
71,413
+1,033
+1% +$34.5K 1.03% 32
2016
Q2 		$2.35M Buy
70,380
+2,929
+4% +$93.5K 1.06% 30
2016
Q1 		$1.92M Buy
67,451
+606
+0.9% +$17.3K 0.93% 37
2015
Q4 		$2.05M Buy
+66,845
New +$2.1M 1% 34

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FRG Family Wealth Advisors's PFE Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Pfizer (PFE) stake by 21% in Q1 2026, selling an estimated $145K and leaving 20,298 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #109.

FRG Family Wealth Advisors first reported a position in PFE in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.67M in Q4 2021. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • FRG Family Wealth Advisors held 20,298 shares of Pfizer worth $570K as of Q1 2026.
  • FRG Family Wealth Advisors sold 5,437 Pfizer shares in Q1 2026, an estimated $145K.
  • Pfizer made up 0.09% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #109 holding.
  • FRG Family Wealth Advisors first reported a position in Pfizer in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Pfizer position peaked at $4.67M in Q4 2021.
  • 2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.