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IMG Wealth Management’s Pfizer PFE Stock Holding History

IMG 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 		$24.6K Sell
877
-2,452
-74% -$65.3K 0.02% 220
2025
Q4 		$82.9K Sell
3,329
-859
-21% -$21.7K 0.05% 141
2025
Q3 		$107K Hold
4,188
– – 0.07% 119
2025
Q2 		$102K Buy
4,188
+1,338
+47% +$31.2K 0.08% 117
2025
Q1 		$72.2K Hold
2,850
– – 0.06% 125
2024
Q4 		$75.6K Buy
+2,850
New +$77.3K 0.07% 120

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

IMG Wealth Management's PFE Position: Q1 2026 in Review

IMG Wealth Management reduced its Pfizer (PFE) stake by 74% in Q1 2026, selling an estimated $65.3K and leaving 877 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #220.

IMG Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $107K in Q3 2025. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • IMG Wealth Management held 877 shares of Pfizer worth $24.6K as of Q1 2026.
  • IMG Wealth Management sold 2,452 Pfizer shares in Q1 2026, an estimated $65.3K.
  • Pfizer made up 0.02% of IMG Wealth Management's portfolio in Q1 2026, its #220 holding.
  • IMG Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Pfizer position peaked at $107K in Q3 2025.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.