IBEX Wealth Advisors’s Pfizer PFE Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-53	Closed	-$6K	–	302
2019 Q2	$6K	Buy	+53	New	+$2.1K	﹤0.01%	347

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

IBEX Wealth Advisors's PFE Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Pfizer (PFE) stake by 10% in Q1 2026, buying an estimated $947K and bringing the position to 376,721 shares worth $10.6M. The position accounts for 0.99% of the portfolio, ranked #29.

IBEX Wealth Advisors first reported a position in PFE in Q3 2016 and has held it in 26 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

IBEX Wealth Advisors held 376,721 shares of Pfizer worth $10.6M as of Q1 2026.
IBEX Wealth Advisors bought 35,574 Pfizer shares in Q1 2026, an estimated $947K.
Pfizer made up 0.99% of IBEX Wealth Advisors's portfolio in Q1 2026, its #29 holding.
IBEX Wealth Advisors first reported a position in Pfizer in Q3 2016 and has held it in 26 quarters since.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.