Gilliland Jeter Wealth Management’s Pfizer PFE Stock Holding History

Gilliland Jeter 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	$633K	Buy	22,529 +31	+0.1%	+$825	0.19%	97
2025 Q4	$560K	Sell	22,498 -99	-0.4%	-$2.5K	0.17%	104
2025 Q3	$576K	Buy	22,597 +3,424	+18%	+$84.5K	0.18%	106
2025 Q2	$465K	Buy	19,173 +731	+4%	+$17K	0.15%	115
2025 Q1	$467K	Sell	18,442 -1,248	-6%	-$32.7K	0.17%	108
2024 Q4	$522K	Sell	19,690 -4,740	-19%	-$129K	0.18%	109
2024 Q3	$707K	Buy	24,430 +2,579	+12%	+$75.2K	0.23%	88
2024 Q2	$611K	Sell	21,851 -2,047	-9%	-$56.4K	0.21%	96
2024 Q1	$663K	Sell	23,898 -9,513	-28%	-$264K	0.23%	92
2023 Q4	$962K	Buy	+33,411	New	+$1.01M	0.4%	70

Other funds holding PFE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Gilliland Jeter Wealth Management's PFE Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Pfizer (PFE) stake by 0.14% in Q1 2026, buying an estimated $825 and bringing the position to 22,529 shares worth $633K. The position accounts for 0.19% of the portfolio, ranked #97.

Gilliland Jeter Wealth Management first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $962K in Q4 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Gilliland Jeter Wealth Management held 22,529 shares of Pfizer worth $633K as of Q1 2026.
Gilliland Jeter Wealth Management bought 31 Pfizer shares in Q1 2026, an estimated $825.
Pfizer made up 0.19% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #97 holding.
Gilliland Jeter Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Pfizer position peaked at $962K in Q4 2023.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.