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High Note Wealth’s Pfizer PFE Stock Holding History

High Note Wealth’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 		$192K Buy
6,843
+319
+5% +$8.49K 0.04% 110
2025
Q4 		$162K Sell
6,524
-762
-10% -$19.2K 0.03% 117
2025
Q3 		$186K Sell
7,286
-195
-3% -$4.81K 0.04% 110
2025
Q2 		$181K Sell
7,481
-1,165
-13% -$27.2K 0.04% 111
2025
Q1 		$219K Buy
8,646
+61
+0.7% +$1.6K 0.05% 95
2024
Q4 		$228K Sell
8,585
-23
-0.3% -$624 0.06% 92
2024
Q3 		$249K Buy
8,608
+8
+0.1% +$233 0.07% 90
2024
Q2 		$241K Buy
8,600
+199
+2% +$5.48K 0.07% 88
2024
Q1 		$233K Sell
8,401
-144
-2% -$4K 0.08% 87
2023
Q4 		$246K Sell
8,545
-3,209
-27% -$97K 0.09% 84
2023
Q3 		$390K Buy
11,754
+39
+0.3% +$1.38K 0.16% 71
2023
Q2 		$430K Sell
11,715
-318
-3% -$12.4K 0.18% 69
2023
Q1 		$491K Sell
12,033
-8
-0.1% -$346 0.2% 64
2022
Q4 		$617K Buy
12,041
+105
+0.9% +$5.03K 0.26% 59
2022
Q3 		$546K Buy
11,936
+2,363
+25% +$115K 0.22% 63
2022
Q2 		$502K Buy
+9,573
New +$488K 0.2% 69

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

High Note Wealth's PFE Position: Q1 2026 in Review

High Note Wealth increased its Pfizer (PFE) stake by 4.9% in Q1 2026, buying an estimated $8.49K and bringing the position to 6,843 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #110.

High Note Wealth first reported a position in PFE in Q2 2022 and has held it in 16 quarters since. The position peaked at $617K in Q4 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • High Note Wealth held 6,843 shares of Pfizer worth $192K as of Q1 2026.
  • High Note Wealth bought 319 Pfizer shares in Q1 2026, an estimated $8.49K.
  • Pfizer made up 0.04% of High Note Wealth's portfolio in Q1 2026, its #110 holding.
  • High Note Wealth first reported a position in Pfizer in Q2 2022 and has held it in 16 quarters since.
  • High Note Wealth's Pfizer position peaked at $617K in Q4 2022.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.