JTWM
PFE icon

Jackson Thornton Wealth Management’s Pfizer PFE Stock Holding History

Jackson Thornton 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 		$395K Buy
14,668
+1,953
+15% +$52K 0.04% 137
2025
Q4 		$323K Buy
12,715
+240
+2% +$6.05K 0.03% 179
2025
Q3 		$320K Buy
12,475
+1,858
+18% +$45.9K 0.03% 172
2025
Q2 		$272K Buy
+10,617
New +$248K 0.03% 95

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

Jackson Thornton Wealth Management's PFE Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $52K and bringing the position to 14,668 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #137.

Jackson Thornton Wealth Management first reported a position in PFE in Q2 2025 and has held it in 4 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Jackson Thornton Wealth Management held 14,668 shares of Pfizer worth $395K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 1,953 Pfizer shares in Q1 2026, an estimated $52K.
  • Pfizer made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Jackson Thornton Wealth Management first reported a position in Pfizer in Q2 2025 and has held it in 4 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.