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IAG Wealth Partners’s Pfizer PFE Stock Holding History

IAG Wealth Partners’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 		$35.7K Buy
1,271
+10
+0.8% +$266 ﹤0.01% 240
2025
Q4 		$31.4K Sell
1,261
-646
-34% -$16.3K ﹤0.01% 247
2025
Q3 		$48.6K Buy
1,907
+10
+0.5% +$247 0.01% 214
2025
Q2 		$46K Sell
1,897
-7,092
-79% -$165K 0.01% 204
2025
Q1 		$228K Buy
8,989
+7,695
+595% +$201K 0.04% 103
2024
Q4 		$34.3K Buy
1,294
+9
+0.7% +$244 0.01% 222
2024
Q3 		$37.2K Sell
1,285
-142
-10% -$4.14K 0.01% 217
2024
Q2 		$39.9K Buy
1,427
+8
+0.6% +$220 0.01% 198
2024
Q1 		$39.4K Buy
1,419
+8
+0.6% +$222 0.01% 184
2023
Q4 		$40.6K Sell
1,411
-23
-2% -$695 0.01% 173
2023
Q3 		$47.6K Buy
1,434
+34
+2% +$1.2K 0.01% 154
2023
Q2 		$51.4K Sell
1,400
-500
-26% -$19.5K 0.01% 159
2023
Q1 		$77.5K Buy
1,900
+500
+36% +$21.6K 0.02% 114
2022
Q4 		$71.7K Hold
1,400
– – 0.02% 114
2022
Q3 		$61K Buy
1,400
+200
+17% +$9.72K 0.02% 109
2022
Q2 		$63K Sell
1,200
-76
-6% -$3.87K 0.02% 110
2022
Q1 		$66K Sell
1,276
-31
-2% -$1.61K 0.02% 116
2021
Q4 		$77K Buy
1,307
+1,200
+1,121% +$59.5K 0.02% 105
2021
Q3 		$5K Buy
107
+75
+234% +$3.32K ﹤0.01% 334
2021
Q2 		$2K Sell
32
-630
-95% -$24.5K ﹤0.01% 349
2021
Q1 		$24K Buy
662
+332
+101% +$11.8K 0.01% 169
2020
Q4 		$13K Buy
+330
New +$12.1K 0.01% 218
2020
Q3 		– Sell
-22
Closed -$1K – 416
2020
Q2 		$1K Hold
22
– – ﹤0.01% 402
2020
Q1 		$1K Hold
22
– – ﹤0.01% 398
2019
Q4 		$1K Buy
+22
New +$784 ﹤0.01% 420

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

IAG Wealth Partners's PFE Position: Q1 2026 in Review

IAG Wealth Partners increased its Pfizer (PFE) stake by 0.79% in Q1 2026, buying an estimated $266 and bringing the position to 1,271 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

IAG Wealth Partners first reported a position in PFE in Q4 2019 and has held it in 25 quarters since. The position peaked at $228K in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • IAG Wealth Partners held 1,271 shares of Pfizer worth $35.7K as of Q1 2026.
  • IAG Wealth Partners bought 10 Pfizer shares in Q1 2026, an estimated $266.
  • Pfizer made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #240 holding.
  • IAG Wealth Partners first reported a position in Pfizer in Q4 2019 and has held it in 25 quarters since.
  • IAG Wealth Partners's Pfizer position peaked at $228K in Q1 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.