JPWM
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Jamison Private Wealth Management’s Pfizer PFE Stock Holding History

Jamison Private 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 		$2.63M Sell
93,745
-4,320
-4% -$115K 0.33% 71
2025
Q4 		$2.44M Sell
98,065
-8,385
-8% -$211K 0.3% 74
2025
Q3 		$2.71M Sell
106,450
-11,162
-9% -$276K 0.35% 69
2025
Q2 		$2.85M Sell
117,612
-4,745
-4% -$111K 0.41% 61
2025
Q1 		$3.1M Sell
122,357
-4,391
-3% -$115K 0.47% 57
2024
Q4 		$3.36M Sell
126,748
-15,187
-11% -$412K 0.5% 53
2024
Q3 		$4.11M Sell
141,935
-5,005
-3% -$146K 0.63% 50
2024
Q2 		$4.11M Sell
146,940
-7,467
-5% -$206K 0.68% 44
2024
Q1 		$4.28M Buy
154,407
+33
+0% +$916 0.72% 47
2023
Q4 		$4.44M Sell
154,374
-3,290
-2% -$99.5K 0.83% 42
2023
Q3 		$5.23M Buy
+157,664
New +$5.58M 1.08% 31

Other funds holding PFE

BlackRock
BlackRock New York $5.7T 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