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Gibbs Wealth Management’s Pfizer PFE Stock Holding History

Gibbs 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 		$845K Buy
30,095
+14,701
+95% +$391K 0.11% 180
2025
Q4 		$392K Sell
15,394
-632
-4% -$15.9K 0.09% 235
2025
Q3 		$408K Sell
16,026
-1,527
-9% -$37.7K 0.09% 226
2025
Q2 		$425K Buy
17,553
+3,204
+22% +$74.7K 0.08% 249
2025
Q1 		$364K Buy
14,349
+2,420
+20% +$63.3K 0.09% 224
2024
Q4 		$316K Buy
11,929
+1,904
+19% +$51.6K 0.09% 225
2024
Q3 		$290K Buy
10,025
+1,260
+14% +$36.8K 0.09% 218
2024
Q2 		$245K Buy
8,765
+1,098
+14% +$30.2K 0.1% 207
2024
Q1 		$213K Buy
+7,667
New +$213K 0.12% 184

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

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

Gibbs Wealth Management increased its Pfizer (PFE) stake by 95% in Q1 2026, buying an estimated $391K and bringing the position to 30,095 shares worth $845K. The position accounts for 0.11% of the portfolio, ranked #180.

Gibbs Wealth Management first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Gibbs Wealth Management held 30,095 shares of Pfizer worth $845K as of Q1 2026.
  • Gibbs Wealth Management bought 14,701 Pfizer shares in Q1 2026, an estimated $391K.
  • Pfizer made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Gibbs Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
  • 2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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