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FSB Premier Wealth Management’s Pfizer PFE Stock Holding History

FSB Premier 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 		$302K Sell
10,751
-518
-5% -$13.8K 0.09% 193
2025
Q4 		$281K Buy
11,269
+58
+0.5% +$1.46K 0.09% 196
2025
Q3 		$286K Buy
11,211
+1,690
+18% +$41.7K 0.09% 188
2025
Q2 		$231K Sell
9,521
-120
-1% -$2.8K 0.08% 198
2025
Q1 		$244K Sell
9,641
-830
-8% -$21.7K 0.1% 189
2024
Q4 		$278K Sell
10,471
-131
-1% -$3.55K 0.11% 175
2024
Q3 		$307K Sell
10,602
-1,015
-9% -$29.6K 0.13% 163
2024
Q2 		$325K Buy
11,617
+116
+1% +$3.19K 0.15% 139
2024
Q1 		$319K Buy
11,501
+2,305
+25% +$64K 0.15% 135
2023
Q4 		$265K Sell
9,196
-651
-7% -$19.7K 0.13% 139
2023
Q3 		$327K Buy
9,847
+371
+4% +$13.1K 0.18% 106
2023
Q2 		$348K Buy
9,476
+91
+1% +$3.54K 0.19% 103
2023
Q1 		$383K Buy
9,385
+1,916
+26% +$82.8K 0.21% 93
2022
Q4 		$383K Buy
7,469
+150
+2% +$7.19K 0.21% 94
2022
Q3 		$320K Buy
7,319
+23
+0.3% +$1.12K 0.19% 105
2022
Q2 		$382K Buy
7,296
+161
+2% +$8.2K 0.21% 93
2022
Q1 		$360K Sell
7,135
-1,163
-14% -$60.3K 0.18% 99
2021
Q4 		$490K Sell
8,298
-1,151
-12% -$57K 0.2% 86
2021
Q3 		$406K Sell
9,449
-1,026
-10% -$45.5K 0.2% 78
2021
Q2 		$410K Buy
10,475
+921
+10% +$35.8K 0.21% 73
2021
Q1 		$346K Buy
9,554
+175
+2% +$6.21K 0.19% 77
2020
Q4 		$345K Buy
+9,379
New +$344K 0.18% 78

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

FSB Premier Wealth Management's PFE Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Pfizer (PFE) stake by 4.6% in Q1 2026, selling an estimated $13.8K and leaving 10,751 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #193.

FSB Premier Wealth Management first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $490K in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • FSB Premier Wealth Management held 10,751 shares of Pfizer worth $302K as of Q1 2026.
  • FSB Premier Wealth Management sold 518 Pfizer shares in Q1 2026, an estimated $13.8K.
  • Pfizer made up 0.09% of FSB Premier Wealth Management's portfolio in Q1 2026, its #193 holding.
  • FSB Premier Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Pfizer position peaked at $490K in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.