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 Q3	$3.15M	Buy	110,446 +4,251	+4%	+$113K	0.32%	72
2026 Q2	$2.56M	Buy	106,195 +12,450	+13%	+$326K	0.26%	82
2026 Q1	$2.63M	Sell	93,745 -4,320	-4%	-$115K	0.32%	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	0.34%	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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Jamison Private Wealth Management's PFE Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Pfizer (PFE) stake by 4% in Q3 2026, buying an estimated $113K and bringing the position to 110,446 shares worth $3.15M. The position accounts for 0.32% of the portfolio, ranked #72.

Jamison Private Wealth Management first reported a position in PFE in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.23M in Q3 2023. 331 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Jamison Private Wealth Management held 110,446 shares of Pfizer worth $3.15M as of Q3 2026.
Jamison Private Wealth Management bought 4,251 Pfizer shares in Q3 2026, an estimated $113K.
Pfizer made up 0.32% of Jamison Private Wealth Management's portfolio in Q3 2026, its #72 holding.
Jamison Private Wealth Management first reported a position in Pfizer in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Pfizer position peaked at $5.23M in Q3 2023.
331 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.