Heritage Wealth Management (Ohio)’s Pfizer PFE Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-25,353	Closed	-$631K	–	220
2025 Q4	$631K	Sell	25,353 -2,736	-10%	-$69K	0.18%	125
2025 Q3	$716K	Sell	28,089 -200	-0.7%	-$4.94K	0.21%	110
2025 Q2	$686K	Sell	28,289 -5,325	-16%	-$124K	0.22%	108
2025 Q1	$852K	Buy	33,614 +68	+0.2%	+$1.78K	0.29%	86
2024 Q4	$890K	Sell	33,546 -13,300	-28%	-$361K	0.3%	86
2024 Q3	$1.36M	Sell	46,846 -1,316	-3%	-$38.4K	0.44%	60
2024 Q2	$1.35M	Buy	+48,162	New	+$1.33M	0.45%	60

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

Heritage Wealth Management (Ohio)'s PFE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Pfizer (PFE) in Q1 2026, closing a stake of 25,353 shares — an estimated $631K sold.

Heritage Wealth Management (Ohio) first reported a position in PFE in Q2 2024 and held it in 7 quarters. The position peaked at $1.36M in Q3 2024. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 25,353 Pfizer shares in Q1 2026, an estimated $631K.
Heritage Wealth Management (Ohio) first reported a position in Pfizer in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Pfizer position peaked at $1.36M in Q3 2024.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.