Integrated Wealth Concepts’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
486,681
+222,593
| +84% | +$5.93M | 0.11% | 192 |
|
|
2025
Q4 | $6.58M | Sell |
264,088
-229,066
| -46% | -$5.78M | 0.08% | 234 |
|
|
2025
Q3 | $12.6M | Sell |
493,154
-13,582
| -3% | -$335K | 0.11% | 167 |
|
|
2025
Q2 | $12.3M | Buy |
506,736
+25,571
| +5% | +$596K | 0.12% | 155 |
|
|
2025
Q1 | $12.2M | Sell |
481,165
-10,984
| -2% | -$287K | 0.14% | 148 |
|
|
2024
Q4 | $13.1M | Buy |
492,149
+3,392
| +0.7% | +$92K | 0.15% | 142 |
|
|
2024
Q3 | $14.1M | Buy |
488,757
+52,662
| +12% | +$1.54M | 0.17% | 128 |
|
|
2024
Q2 | $12.2M | Buy |
436,095
+2,157
| +0.5% | +$59.4K | 0.17% | 132 |
|
|
2024
Q1 | $12M | Buy |
433,938
+3,155
| +0.7% | +$87.5K | 0.17% | 136 |
|
|
2023
Q4 | $12.4M | Sell |
430,783
-15,100
| -3% | -$456K | 0.2% | 119 |
|
|
2023
Q3 | $14.8M | Sell |
445,883
-9,578
| -2% | -$339K | 0.26% | 95 |
|
|
2023
Q2 | $16.7M | Buy |
455,461
+144,245
| +46% | +$5.61M | 0.29% | 85 |
|
|
2023
Q1 | $12.7M | Buy |
311,216
+26,316
| +9% | +$1.14M | 0.26% | 92 |
|
|
2022
Q4 | $14.6M | Buy |
284,900
+3,528
| +1% | +$169K | 0.4% | 52 |
|
|
2022
Q3 | $12.3M | Buy |
281,372
+7,329
| +3% | +$356K | 0.39% | 56 |
|
|
2022
Q2 | $14.4M | Sell |
274,043
-4,992
| -2% | -$254K | 0.45% | 48 |
|
|
2022
Q1 | $14.4M | Buy |
279,035
+643
| +0.2% | +$33.4K | 0.44% | 51 |
|
|
2021
Q4 | $16.4M | Buy |
278,392
+9,448
| +4% | +$468K | 0.49% | 48 |
|
|
2021
Q3 | $11.6M | Buy |
268,944
+77,085
| +40% | +$3.41M | 0.38% | 58 |
|
|
2021
Q2 | $7.51M | Buy |
191,859
+17,620
| +10% | +$685K | 0.27% | 81 |
|
|
2021
Q1 | $6.31M | Buy |
174,239
+22,346
| +15% | +$793K | 0.26% | 83 |
|
|
2020
Q4 | $5.59M | Sell |
151,893
-776
| -0.5% | -$28.5K | 0.26% | 79 |
|
|
2020
Q3 | $5.32M | Buy |
152,669
+12,439
| +9% | +$436K | 0.33% | 64 |
|
|
2020
Q2 | $4.35M | Buy |
140,230
+9,243
| +7% | +$314K | 0.31% | 65 |
|
|
2020
Q1 | $4.06M | Buy |
130,987
+37,106
| +40% | +$1.26M | 0.37% | 57 |
|
|
2019
Q4 | $3.49M | Buy |
93,881
+16,450
| +21% | +$586K | 0.29% | 67 |
|
|
2019
Q3 | $2.64M | Buy |
77,431
+5,696
| +8% | +$207K | 0.3% | 70 |
|
|
2019
Q2 | $2.84M | Buy |
71,735
+8,901
| +14% | +$353K | 0.37% | 61 |
|
|
2019
Q1 | $2.53M | Buy |
62,834
+603
| +1% | +$24.1K | 0.43% | 56 |
|
|
2018
Q4 | $2.58M | Buy |
62,231
+7,112
| +13% | +$295K | 0.7% | 38 |
|
|
2018
Q3 | $2.31M | Sell |
55,119
-480
| -0.9% | -$18.5K | 0.7% | 34 |
|
|
2018
Q2 | $1.92M | Buy |
55,599
+1,409
| +3% | +$48.1K | 0.65% | 34 |
|
|
2018
Q1 | $1.8M | Buy |
54,190
+755
| +1% | +$26K | 0.72% | 30 |
|
|
2017
Q4 | $1.85M | Buy |
+53,435
| New | +$1.82M | 0.79% | 25 |
|
Other funds holding PFE
VCM
VPM
Integrated Wealth Concepts's PFE Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Pfizer (PFE) stake by 84% in Q1 2026, buying an estimated $5.93M and bringing the position to 486,681 shares worth $13.7M. The position accounts for 0.11% of the portfolio, ranked #192.
Integrated Wealth Concepts first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.7M in Q2 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Integrated Wealth Concepts held 486,681 shares of Pfizer worth $13.7M as of Q1 2026.
- Integrated Wealth Concepts bought 222,593 Pfizer shares in Q1 2026, an estimated $5.93M.
- Pfizer made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #192 holding.
- Integrated Wealth Concepts first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's Pfizer position peaked at $16.7M in Q2 2023.
- 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.