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Inlight Wealth Management’s Pfizer PFE Stock Holding History

Inlight 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 		$2.77M Sell
98,685
-1,660
-2% -$44.2K 1.03% 21
2025
Q4 		$2.5M Sell
100,345
-5,932
-6% -$150K 0.91% 27
2025
Q3 		$2.71M Sell
106,277
-933
-0.9% -$23K 1.27% 21
2025
Q2 		$2.6M Sell
107,210
-4,961
-4% -$116K 1.35% 20
2025
Q1 		$2.84M Sell
112,171
-9,788
-8% -$256K 1.76% 19
2024
Q4 		$3.24M Buy
+121,959
New +$3.31M 2.13% 17

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

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

Inlight Wealth Management reduced its Pfizer (PFE) stake by 1.7% in Q1 2026, selling an estimated $44.2K and leaving 98,685 shares worth $2.77M. The position accounts for 1.03% of the portfolio, ranked #21.

Inlight Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q4 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Inlight Wealth Management held 98,685 shares of Pfizer worth $2.77M as of Q1 2026.
  • Inlight Wealth Management sold 1,660 Pfizer shares in Q1 2026, an estimated $44.2K.
  • Pfizer made up 1.03% of Inlight Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Inlight Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Inlight Wealth Management's Pfizer position peaked at $3.24M in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.